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

    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
    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.

      How to edit a contact in OnePageCRM

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

           Or...

      Click on the three dots → Edit.


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

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