FAQs in this section
Can I duplicate a Contact record? How can I see the number of deals related to a contact? Can I export my Contacts to an external source? How can I change a Contact back to a Lead? How do I import Contacts from a .csv file? If a Contact moved to another Organization (Company), how should we deal with it? Where do I set the customer support period for a Contact? Can I create a Contact using Quick Create? How do I convert a Contact into a customer? How can I add hundreds of Contacts at once? How do I set up a Contact Hierarchy? Where do I view the Contact Hierarchy? How do I transfer a Deal and its Contacts to a different Sales rep? I want to export only a few Contacts. How can I do that? How do I delete many Contacts at once? What are the different ways to create a Contact? What does a Contact's Lifecycle Stage field indicate? What is Contact Hierarchy? How do I identify if a Contact is a Lead or a customer? Who is a Contact? How can I assign a Contact to a rep? Can my Contact be an Organization? What happens to Contacts and Deals when I delete their related Organization? Can I add a Contact with only a few details and add more details later?
How do I create a Contact?
Table of Contents
Follow these steps to create a contact:
- 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.
To learn about other ways of creating a contact, click here.
Was this FAQ helpful?
0 out of 0 found this helpful.
Be the first to comment