FAQs in this section
What is the People module?
Who is a Contact?
Can my contact be an organization?
Can I add a contact with only a few details and add more details later?
How can I add hundreds of contacts?
Can I export my contacts to an external source?
How do I import contacts from a .csv file?
What happens to contacts and deals when I delete their related organization?
How can I see the number of deals related to a contact?
How can I assign a contact to a rep?
How can I change a contact back to a lead?
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?

How do I create a contact?

You can add or create a contact either by,
  • Adding a new contact manually, or
  • Exporting and importing contacts to and from external files
You can add or create a contact manually by using the Add Contact button on the top right of the Contact screen. Follow these steps to add (create) a contact record:
  1. Go to Sales.
  2. Click Contacts.
  3. Click +Add Contact.
  4. Fill in the details in the Quick Create > Contact window.
  5. Click Save (when you are entering basic information).
  6. Click Save and Continue to continue entering all other details under Deep Dive.
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