Click the Contacts link
This will open the Contacts section where you can manage and view your contact lists within the CRM.
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Shared guide
How to create a new contact in the CRM software
Learn to create a new contact in the CRM software by entering essential details such as email, first name, last name, and phone number to effectively manage your contacts.
viktoriaLearn to create a new contact in the CRM software by entering essential details such as email, first name, last name, and phone number to effectively manage your contacts.
Step-by-step Guide14 steps
Click the Create contact button
Clicking this button allows you to start adding a new contact to your database. You will be prompted to enter the contact's details in the subsequent form.
Loading screenshot…100%Click here to create a new contact
By clicking this button, you will open the form to enter the new contact's details, including their email, first name, and last name.
Loading screenshot…100%Enter the contact's email address
Enter your email address in the Email field to create a new contact. This information will be used to identify and communicate with the contact in your system.
Loading screenshot…100%Click here to create a new contact
This action opens the 'Create Contact' form where you can enter details such as email, first name, last name, and contact owner.
Loading screenshot…100%Fill in the First Name field
Enter the first name of the contact in the designated field. This information will be saved as part of the new contact's profile.
Loading screenshot…100%Click here to add a new contact
Clicking this link will open the form to create a new contact, allowing you to enter essential details such as email, first name, and last name.
Loading screenshot…100%Fill in the Contact's First and Last Name
Enter 'Jane' in the First Name field and 'Doe' in the Last Name field to create a new contact. This information will be saved as part of the contact's profile.
Loading screenshot…100%Click here to create a new contact
By clicking this link, you will open a form to input the details for a new contact, including email, name, and contact owner.
Loading screenshot…100%Type Edit the phone number field
Enter the formatted phone number in the Phone-number-input field to add it to the contact's details. This will ensure the contact has the correct phone number stored for future reference.
Loading screenshot…100%Click the Apply button
This action saves the changes made to the phone number field for the contact. Ensure the information is accurate before applying the updates.
Loading screenshot…100%Click 'Create' to save the new contact
After clicking 'Create', the new contact will be saved to your Contacts list, allowing you to manage it and complete further actions.
Loading screenshot…100%Click the Legitimate Interest - Lead option
This selection allows you to specify the type of legitimate interest for the new contact being created. It helps categorize the contact appropriately within your CRM system.
Loading screenshot…100%Click the Create button
This action will submit the information entered in the Create Contact form, adding a new contact to your list under the specified filters.
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