Contacts are the lifeblood of any CRM system, serving as the foundation for building relationships with customers. In our product, contacts represent individuals or entities with whom the organization interacts. From capturing essential details to tracking communication history, managing contacts efficiently ensures streamlined customer engagement and fosters business growth.
Steps to create a contact:
Click the quick action button located at the bottom left. Select the "Contact" option to begin creating a new contact.
Choose the contact type and fill the details in the modal popup. Simply click the "Save" button to save the new contact.
Click the "Contacts" page in the top navigation bar. You can find your newly created contact there.
Click on the contact to view its details.
To edit contact details, click the edit icon for quick modifications. You can also edit data inline by Double-clicking directly on the desired field.
Additionally, on the Contacts page, Double-click on a row to add or edit data inline with ease. And you can easily edit the name by clicking the 'Pencil' icon near the name.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform, or by asking our team on Facebook.
- Accountable CRM Support