FAQs in this section
How do I create a Contact?
There are three ways to create a contact.
- From the Contacts module
- Using Quick Create
- By importing
From the Contacts module
Follow these steps to create a contact from the Contacts module: Using Quick Create
Quick Create is a handy option for creating records from anywhere in the CRM. You can identify Quick Create by the + icon on the top bar of your CRM screen.
Follow these steps to create a contact using Quick Create:
By Importing
You can import contact information from a CSV or ICS file. To learn more about the importing process, click here.
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- Click +Add Contact.
- Fill out all the necessary fields.
- You can fill out only the mandatory fields (marked with *) or all the essential fields.
- Click View full form to see all the fields.
- Click Save.
Quick Create is a handy option for creating records from anywhere in the CRM. You can identify Quick Create by the + icon on the top bar of your CRM screen.
Follow these steps to create a contact using Quick Create:
- Log in to your CRM account.
- Click the + icon on the top of your CRM screen.
- Select Contacts under Essentials.
- Fill out the necessary fields.
- Click Save.
By Importing
You can import contact information from a CSV or ICS file. To learn more about the importing process, click here.