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.

Or...

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.

Notes:

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"

How to add/edit a contact

Add a Contact

Edit a contact

Or...

How to open contacts in a popup

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