FAQs in this section
Who is a Contact? Can my contact be an organization? How do I create a contact? 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?
Can I add a contact with only a few details and add more details later?
Table of Contents
Yes, you can use the Add Contact feature to quickly enter relevant details only and revisit the record to add extensive details later. It is handy when you are short of time or when you are entering individual contact details.
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