Creating Contacts | Online Help - Zoho CRM

Creating Contacts

In Zoho CRM, you can create contacts by:

  • Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources such as a survey form or your website. 
  • Importing contacts from external source : You can gather data through various sources, e.g. purchasing contacts database, contacts from different business units, etc. and import the CSV and XLS files into Zoho CRM.
  • Capturing contacts from website : You can create web forms and allow website visitors to submit their contact details or questions directly through forms. These details submitted in the website are captured directly into the Contacts module.
  • Converting lead to contact : On lead conversion, contacts, accounts and deals can be created.
  • Synchronizing Microsoft Outlook contacts : You can synchronize the contacts in Microsoft Outlook with the contacts in Zoho CRM.
Notes
Note
  1. Some of the standard fields may not be visible or editable depending on your organization business process.
  2. In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator.

To understand the Zoho defined standard fields in Contacts, click here.

 Create Contact Individually

You can create contacts individually by:

  • Filling in the details in the contact creation form.
  • Cloning the contacts with a few changes in the existing contact details.

To create contacts individually

  1. In the Contacts module, click New Contact.
  2. In the Create Contact page, enter the contact details. (Refer to the Standard Fields )
  3. Click Save.
Notes
Note
  1. By default, the person who creates the contact owns it.
  2. To change owner, click the Change link in the Contact Owner field from the Contact Details page and select another user.
  3. While selecting the Account from the Lookup field's pop window, there is also an option to create an Account.
  4. You can use this option to quickly create an account by providing some mandatory information. You have two options:
    1. Click Save. The record will be saved and it will be listed with the other accounts. You can select it to associate to the contact that you were creating.
    2. Click Save & Associate to save the new record and also associate it to the contact that you were creating.

To clone contacts

  1. In the Contacts tab, click a particular contact that you want to be cloned.
  2. In the Contact Details page, click Clone.
  3. In the Clone Contact page, modify the required details. (Refer to the Standard Fields )
  4. Click Save.

Work with the Contacts details page

Once you have created a contact, you can view the details of the contact in the record's details page. The details page of a contact presents information related to the contact - for example, deals and accounts related to the contact, activities, notes, events, emails and so on - in a single location.

To view the contacts details page

  1. Click the Contacts module.
  2. Click the desired account from the Contacts list view.
  3. You will see the details page of the contact.

Here is a quick-tour of the Contact's details page:

    1. Switch between the Overview and Timeline views of the contact's details page.

        1. Overview : Displays the details of the contact

        2. Timeline : Displays a history of actions performed on the contact's details page (in the last six months).

    1. View the business card details of the contact.

    2. View the best time to contact the customer.

    1. Easily Send Mail to the contact or Edit the contact.

    2. Click on the edit icon to edit the details on the contact page.

    3. Click the More icon to execute further options such as clone, share, customize business card and so on.

    4. Scroll down to navigate to all the related lists on the record's details page.

    5. Learn priority details from the Quick-info section, such as Next Action and Deals associated to the contact instantly.

    6. View detailed information about the client, this section can be minimized.


 Associate Contact with other Records

You can create a 360-degree view of the contact to display all the associated details, such as deals, trouble tickets, open activities, history of the completed activities, attachments, and notes.

In the Contact Details page, you can update the following:

  • Member Accounts: To add other divisions or subsidiaries to the parent account
  • Open Activities: To add tasks and events
  • Closed Activities: To display all the closed tasks and events
  • Cases: To create cases for the contact
  • Products: To add products for the contact
  • Attachments: To attach documents and notes
  • Notes: To attach notes to the contact.
  • Deals: To add deals to the contact
  • Sales Orders: To add sales orders to the contact
  • Invoices: To add invoices to the contact
  • Quotes: To add quotes
  • Campaigns: To associate many campaigns to a single contact
  • Social Interactions - To view the X (Twitter) and Facebook interactions associated to the contact and send messages, like posts, re tweet, etc.



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Creating Deals

                                                                                                                                      In Zoho CRM, you can create deals by: Entering data in the deal details form: You can manually fill in the Deal details gathered from various external sources. Importing deals from external sources : You can gather data through various sources and ...
                                                                                                                                    • Creating Accounts

                                                                                                                                      In Zoho CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data through various sources ...
                                                                                                                                    • Building a Subform

                                                                                                                                      In simple terms, a subform is a secondary form or a table, which enables you to add multiple line items to a primary form. Your CRM data are often inter-dependent. You may have the necessity to associate multiple items to a single record. In ...
                                                                                                                                    • Creating Email Templates

                                                                                                                                      Communicating with customers is an important activity in any business scenario. Zoho CRM provides Email Templates to send one message to multiple recipients. Email templates can be also be used to send Mass Emails to leads/contacts or send Email ...
                                                                                                                                    • Using Custom Buttons

                                                                                                                                      Customization is the most powerful way to build a flexible CRM system. In Zoho CRM, you can customize modules, fields, pages, links, and a lot of other elements. In addition to these elements, Zoho CRM now allows you to create new button actions with ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources