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

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

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

    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.

    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.


    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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