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Creating Contacts
[Related Topics]
Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources.
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 potentials can be created.
Synchronizing Microsoft Outlook contacts: You can synchronize the contacts in Microsoft Outlook with the contacts in Zoho CRM.
Note
Some of the standard fields may not be visible or editable depending on your organization business process.
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.
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Cloning the contacts with a few changes in the existing contact details.
2. In the Create Contact page, enter the contact details. (Refer to the Standard Fields)
3. Click Save.
Note
To change owner, click the Change link in the Contact Owner field from the Contact Details page and select another user.
While selecting the Account from the Lookup field's pop window, there is also an option to create an Account.
You can use this option to quickly create an account by providing some mandatory information. You have two options:
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.
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.
3. In the Clone Contact page, modify the required details. (Refer to the Standard Fields)
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4. Click Save.
You can create a 360-degree view of the contact to display all the associated details, such as potentials, trouble tickets, open activities, history of the
completed activities, attachments, and notes.
Social Interactions - To view the Twitter and Facebook interactions associated to the contact and send messages, like posts, retweet, etc.
Related Topics
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Associate Contacts | Contact Assignment Rules | Approve Contacts | Manage List Views
Standard Fields | Social Integration
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