How to create a contact [Video]

CRM contacts allow you to store and manage customer data, communicate effectively, track interactions, personalize marketing, and enhance customer service.

In this article, we will talk about how to create a contact in the CRM system and add data to it.

Go to the Contacts section and click Add contact.

Enter contact information.

Select a team member to assign to manage this contact.

To select a team member, you need to invite a user, and select their role with access to CRM: Contacts. Learn more: User roles.

You can also add additional contact information using fields and tags. For example, a contact’s location, position in the company, or other notes.

To add a tag, start typing a tag name in the Tags field, and select the one from the list.

To add a new field, click Add field. Then, enter a name and select the field type. Check if you want to make …