How to Add Contact Information in the CRM

Step 1: To view your CRM contacts, click on the “Contacts” tab. Here you will see a grid displaying all of your contacts. Click on the “Add New” button to add a contact to the CRM.

Add contact new picgsb

Note: If you click on the back arrow to the left of the “Add New” button, a new screen will appear displaying additional contact details. This gives you the ability to view contact details without having to click the edit button.
Contact Screen1

Step 2: Fill out the required fields and any of the fields you wish to fill in. Click on the additional details tab if you wish to provide additional information. Click on “Save and Close” once complete.

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Step 3: If you would like to place a contact in a specific group, click on the checkbox under the group section that you would like to add the contact to. If you would like to add a group, click on Add group. Click on “Save and Close” once done.

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Contact Search

  1. Click on the “Search” button at the top to search for a particular contact. Here you can search by Company Name, First Name, Last Name, City, State, Zip, Date Added, Group, Email, Priority Rating, Source, Phone, Contact Ref ID, Tag, Contact Type, Birthday, Anniversary, or User.
  2. Once you’ve made your selection, click on the blue magnifying glass button to search.
  3. You can export your search results by checking the box to the left of the contact and clicking on the “Save to CSV” button. This will export the data into an Excel CSV file. You can check multiple boxes at once or have the system check all boxes by clicking on the “Select All Records” button.

Mass Edit

If you wish to mass edit your contacts, please click on the ACTION button and you will be given a drop down like the one shown below

adding contact 2

Note about Groups

Groups: Maintain in the Administration tab in upper left corner of application. Click Administration, List Maintenance, Contacts, Groups. Here you can edit, add, and delete groups. This allows you to customize and sort your contacts so that you can easily search for a specific group. Note: The user can now add a new group under group security.