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
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.
After you added a Next Action → Click Save.
Edit a contact
To edit a contact, click on the Pencil Icon button.
How to open contacts in a popup
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"