Adding Contacts

Adding Contacts

Contact Management forms a vital part of any company's development plan. Upgrading and cross-selling are the keys to retaining customers and satisfying their demands and wants. Consequently, making customer information easier to access and manage is vital. The days of storing customer info in papers and word-processing files are gone. Upgrade to cloud-based data storage facilities from these old, time-consuming techniques. You can manage all of your contact data with Contact Management Software .

Add contacts by selecting the contacts tab button. Or, convert your leads to contacts. The contact tab has a similar information entry to that of the leads tab.

Incorporate contact information on the lead's name, title, business, email address, and contact number, along with the address, street, city, state, zip code, and country. View contacts in the list or Kanban view, perform actions such as adding deals, tasks, related documents and invoices, and sending emails or making calls. Manage contact information by editing details, making notes, and adding them to leads.

Using the executed flow icon in the menu bar, you can execute a particular workflow for all these contacts by choosing the flow.

CRM.io also provides you with the possibility to import lead data files from your other CRM programs. CRM.io provides an additional level of customization option and helps you to save time and money.

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