Create and Manage Contacts
Create contacts
- Create Contacts individually
- Import Contacts
- Capture contacts from website using forms
Create Contacts Individually
- Go to the Contacts module and click
.
- Enter the details in the Create Contact page.
- Click Save.
Import records
Capture contacts from Website using Form
Edit Contacts
- Go to the Contacts module.
- Hover over the record which you would like to edit and click the edit button.
Alternatively, you can select the record which you want to edit and click the edit button. - Make the necessary changes and click Save.
Delete Contacts
- Go to the Contacts Module.
- Hover over the record which you would like to delete and click More > Delete.
Alternately, select the record which you would like to delete and click More > Delete. - Give your confirmation in the popup and the record will be deleted.
Views for Contacts Module
Using filters to find records
Bulk actions in list view
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