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 import multiple contacts in bulk using a .CSV file. Read more here.| In this article: | |
| How to add a contact in OnePageCRM | |
| How to sync your Mailchimp audience with OnePageCRM |
- 1
- To add a contact, click on the Add Contact button at the top of the Action Stream.
- 2
- Note: Contacts must have either a Last name or Organization name in order to create a contact.
- 3
- Assign a status, tags, lead source, background and an owner.
- 4
- Click Save.
- 5
- After you've saved a contact, you are prompted to enter a Next Action for this contact → click Save.
- 6
- After the Next Action is saved, you'll see the new contact in your Action Stream.
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- To bold or italic text, select the text and press "CTRL and B" or "CTRL and I"
How to add a contact in OnePageCRM
How to edit a contact in OnePageCRM
How to edit a contact in OnePageCRMTo edit a contact, click on the Pencil Icon button.
Or...
Click on the three dots → Edit.
