Import Contacts

Import Contacts

In Solo, you can import existing contacts on your phone and save them as customers, leads, and partners. This feature eliminates the hassle of entering customer details manually when adding contacts.
 

To import a contact on iOS: 

  1. Click on the Settings icon in the bottom left corner of the home page.
  2. Go to the Contact module.
  3. On the top right, click on the three dots.

  1. Click Import and choose the contact that needs to be added to Solo.
  2. Fill the empty tabs and click Done.
 

To import a contact on Android: 

  1. Click on the Settings icon in the bottom left corner of the home page.
  2. Go to the Contact module.
  3. On the top right, click on the three dots.

  1. Click Import contact and choose the contact that needs to be added to Solo.
  2. Fill the empty tabs and click Done.

    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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • Add Contacts

                                                                                                                Centralize and categorize your business contact list using Solo. Link tasks, events, invoices, and expenses to the contacts for improved context and organization. Contacts can be added and categorized as customers, leads, and partners in Solo. ...
                                                                                                              • Scan Business Cards

                                                                                                                Scan business cards with ease and add them as contacts in Zoho Solo using the card scanner feature. Refer article to manually add contacts. Refer article to add contacts from phone. Card scanner is a Pro feature. Click here to learn more about Solo ...
                                                                                                              • Sort Contact

                                                                                                                Sort contacts easily in Solo by sorting Name and Modified date. To sort contacts on iOS: Click on the Settings icon in the bottom-left corner of the home page. Go to the Contact module. On the top-right corner, click on the three dots and click Sort ...
                                                                                                              • Add events, invoices, tasks, and expenses within a contact

                                                                                                                For effective tracking of tasks, payments, and expenses related to the job, it is recommended that you associate the involved customer. To ease the procedure, Solo enables creation of invoices, expenses, tasks and events right within the contacts. ...
                                                                                                              • Create and edit an event

                                                                                                                What is Event in Solo? Events can be an appointment with partners, customer meetings, and so on, while reminders can be scheduled for the events to make sure they are never missed. Note: Events can be created within contacts. To create an event on ...
                                                                                                                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