How to add a new 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.


How to add a contact in OnePageCRM

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

2
In the Contact info box → enter contact's details. 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.

NOTES
  • To bold or italic text, select the text and press "CTRL and B" or "CTRL and I

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