Lato has a built-in CRM that allows you to save contacts and add them to your trips. You can store details like email, birthdate, and even passport information, ensuring all relevant data is organised and easily accessible.
(Our product evolves quickly, and this video may not show the latest updates.)
How to Add a Contact Manually
- Go to Contacts
- Click on "New contact"
- Fill in the contact details
- Press "Show more details" to see the full details list
- When you're done, press "Save"
How to Add Multiple Contacts at Once via CSV
- Go to Contacts
- Next to the "New contact" button, click on the down arrow
- Select "Import from CSV"
- Choose your CSV file, and the automatic import will start
Tip! There is a handy "Download template" link you can use to correctly map your data.
How to Delete or Edit a Contact
- Go to Contacts
- Click on the three dots to the right of the contact
- Select "Edit contact" if you need to change any contact details
- Select "Delete contact" if you don't need that contact anymore
- Don't forget to Save your changes