How to Manage Contacts

In this article we will learn about

How to add Contacts
How to Edit Contacts
How to Delete Contacts

Note :

To Create new Contacts you will need to have Permission : Contact > Contact_User >> Create : Yes
To Edit the Existing Contact Details you will need to have Permission : Contact > Contact_User >> Edit : Yes
To Delete the Contacts You will need to have Permission : Contact > Contact_User >> Delete : Yes

How to add new Contacts

Using the Side bar menu, Navigate to the CRM and Click on the Contacts.

Clicking on the Contacts, opens up a below page where you can view and manage the contacts.

To add a new lead, click on the +Add Button.

Clicking on the +Add Button opens up a Add New Lead form.

The Form Section includes :

Name : This is Mandatory field where you have to enter First Name and Last Name of the Contact.
Email : Enter the Email Address of the Contact.
Address : Includes fields for Unit No, Address 1 (required), Address 2, Suburb (required), State (dropdown selection, required), and Postal Code (required).
Branch : A dropdown field to specify the branch associated with the Contact.
Source : A field to specify the contact source (e.g. Facebook, linkedin, website).
Note : A text area for additional information about the contact.

Note: After entering all the required details, click the "Save" button to add the contact in the system.

How to Edit Existing Contacts

To edit the Contact, first locate the contact using the search option. Then click on the Pencil(Edit) icon next to the Contact you want to edit.

After Clicking the Edit icon, a form will appear displaying the contact current details.

Now, You can make the necessary updates like Name, Email, Address, Branch, Sources, or You can add Notes related to Contact.

Once you finish updating the required information click on Save Button to save any changes made to the Contact information.

How to Delete Existing Contacts

To delete a Contact simply click the delete(Trash bin) Icon next to the contact you want to delete.

Clicking a Delete(Trash Bin) icon a prompt will appear with the options to Cancel or Yes Delete. If you still wish to delete the Contact click yes Delete, if not then select Cancel.