FAQs in this section
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 at once? 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? Can I create a contact using Quick Create? How do I identify if a contact is a lead or a customer? How do I convert a contact into a customer? What does a contact's Lifecycle Stage field indicate? What is contact hierarchy? How do I set up contact hierarchy? Where do I view contact hierarchy? How do I transfer a deal and its contacts to a different sales rep? Can I export contacts in bulk? 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?
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.
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