Contacts

Contact List

TIP

You need CRM app rights to access the sections described in this documentation.

You can see the Contact list for the organisation, here (opens new window). This enables CRM personnel to be able to add Contacts to the platform and associate Contacts with certain Leads.

From the Contact list page you can:

• Create new Contact
• Edit Contact details
• Delete a Contact

Add new Contact

To add a new Contact, click on the "add new Contact" on the top right corner of the page. A pop-u form will appear where you can add new Contacts to the records.

Edit Contact

To Edit a Contact, you can click on the action column of the Contact you want to edit. A dropdown menu will appear with an option to edit.