In this article
The following article provides an overview of how contacts and organisations are created and managed in the Arlo CRM.
- Overview
- New contact page
- New organisation page
- Contact and organisation settings and setup
- Create a contact or organisation
- Manage contacts
- Manage organisations
- Find, report, and export on contacts and organisations
Overview
Arlo contains a powerful CRM (Customer Relationship Management) component that allows you to effectively manage your contacts and organisations.
You can create new contacts and organisations within the Arlo management platform, and edit, manage and report on your existing contacts and organisations.
You can also import or export this data in bulk, to create new contacts and organisations, or to update those already existing in the management platform.
New contact page
Arlo has now made its upgraded contact page available to users. You can change between the new contact page as required.
Try out the new contact page
- Open the Contacts menu.
- Open a contact by clicking on the contact name.
- In the new contact page announcement, click Try it out now!.
Reset to legacy contact page
- Open the Contacts menu.
- Open a contact by clicking on the contact name.
- In the bottom left corner of the screen, click Reset to legacy contact page.
New organisation page
Arlo has now made its upgraded organisation page available to users. You can switch between the two pages as required.
Try out the new organisation page
- Open the Organisations menu.
- Open an organisation by clicking on the organisation name.
- In the new organisation page announcement, click Try it out now!.
Reset to legacy organisation page
- Open the Organisations menu.
- Open an organisation by clicking on the organisation name.
- In the bottom left corner of the screen, click Reset to legacy organisation page.
Contact and organisation settings and setup
You can control the settings for your contacts and organisations in Arlo.
Learn how to set up and manage your contact and organisation settings.
Create a contact or organisation
Contacts and organisations are automatically created or updated in Arlo when someone visiting your website; a) registers on an Arlo event, b) registers their interest in an event or c) joins an event waiting list. You can also create a contact or organisation at any time, within the Arlo management platform.
Learn how to create a contact or organisation in Arlo.
Manage contacts
Contacts are automatically created and/or updated via the fields on your Arlo registration, lead, and waiting list forms. You can manage contacts and their details at any time from within the management platform as well.
Manage organisations
Organisations are automatically created and/or updated via the fields on your Arlo registration, lead, and waiting list forms. You can also manage organisations and their details at any time from within the management platform.
Learn how to manage organisations.
Find, report, and export contacts and organisations
You can find contacts and organisations easily in Arlo, thanks to the search and filter tools that are available. You can also report or export contacts and organisations and their data.