How to add/edit a contact

You can create contacts individually in OnePageCRM to store information like name, organization, phone number, email address, etc. You can also import multiple contacts in bulk using a CSV file.

In this article learn how to:
Add a contact
Edit a contact
How to open contacts in a popup

Add a Contact

1
To add a contact, click on Add Contact at the top of the Action Stream or Contact Page.

2
Enter the contact details → click Save.
The following details are required for a contact to be saved to the CRM:

  • Last name or organization name
  • Status
  • Owner

    • Note: Fields, like Phone, Email, URL, and Address can be given a label to identify the type of details in these fields, for example, Home, Work, Billing etc. Click on the type dropdown for each contact detail to set a type.

    If you usually work with the same detail type, you can set a default so that you don't have to change it every time you're adding/editing a contact.


    For each field, click on the type dropdown → click Set default  → select your default field type → Save. 

    3
    Once you save a contact, you are prompted to enter a Next Action for them to kickstart your sales process.

    After you added a Next Action → click Save. 

    If a Next Action has been added you'll see the new contact in your Action Stream.

    Edit a contact

    To edit a contact, click on the pencil Icon button.

    Or...
    Click on the Options menu (three dots) → Edit.

    How to open contacts in a popup

    Simply click on the contact name to open the Contact view pop-up.
    You can view your contact's page, update actions, add notes, calls, and deals without leaving the Pipeline, Email, or Activity pages.

    Notes:

    To make the text bold or italic in Notes, you can use a key shortcut:

    • For bold press "CTRL and B"
    • For italics press "Ctrl and I" 

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