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 Contact Module 

Follow these steps to create Contact using Contact module:

1. Log in to the CRM. 
2. Click main Menu.
3. Click Essentials > Contacts. The Contacts List View opens. 
4. Click +Add Contact. The Add Contact page opens. 
5. Enter or select the following information:
   1.  Fill out only the mandatory fields (marked with *) or all the essential fields. 
   2. Click View full form to see all the fields.
6. Click Save.

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:

1. Log in to the CRM.
2. Click the + icon on the top of your CRM screen.
3. Select Contacts under Essentials. The Add Contacts page opens. 
4. Enter or select the following information:
   1. Fill out only the mandatory fields (marked with *) or all the essential fields. 
   2. Click View full form to see all the fields.
5. Click Save.

By Importing

You can import Contact information from a CSV or ICS file.
To learn more about the importing process, click here.
Follow these steps to import Contact:

1. Log in to the CRM. 
2. Click main Menu.
3. Click the Drop-down next to + Add Contact. 
4. Select Import. The Importing Contacts page opens.
5. Enter or select the following information:
   1. Select a data file.
   2. Mapping the columns of the data file to the CRM fields.
   3. Handling duplicate data.