Bring your contacts in

There are three ways to get people into Hercules CRM.

Add one person

1. Open Contacts.
2. Press Add contact.
3. Fill Name, E-mail, Phone with country code and Tags, comma separated. Pick the Language.
4. Press Add contact.

Leads from a form or booking page

Every form submission and every booking creates the contact and a lead for you. See Forms, landing pages and booking pages.

Import a list from GoHighLevel

This is for admins who move from GoHighLevel.

1. In GoHighLevel open Contacts and use Export to download a CSV file.
2. In Hercules CRM open Contacts, then the Data tab, then GoHighLevel import.
3. In the section CSV import of leads choose the file.
4. Check the preview. Nothing is saved yet.
5. Press Import leads.

People already in the pipeline with the same phone or e-mail are skipped. For a fuller move, the same page can pull contacts and opportunities read-only from GoHighLevel and review duplicates before anything is merged.

Success looks like: the new people show in Contacts and the leads show in the Pipeline.

Consent after an import

Do-Not-Disturb becomes withdrawn. An opt-in tag becomes granted. Anything else stays unknown. Campaigns skip people with unknown consent, so prepare the Re-permission e-mail for imported contacts in Campaigns to ask them.