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: |
| Add a contact |
| Edit a contact |
| How to open contacts in a popup |
Add a Contact
The following details are required for a contact to be saved to the CRM:
Notes:
- 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. See here how to do that.
After you added a Next Action → click Save.
Edit a contact
To edit a contact, click on the pencil icon.
Or...
How to open contacts in a popup
Simply click on the contact name to open the Contact view pop-up.
You can view your contacts' page, update actions, add notes, calls, meetings, 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 italic press "Ctrl and I".