Add a Contact

How to create a new contact in RealOffice360 CRM

It's easy to add your contacts to RealOffice360 CRM. They can be added one at a time, with the quick method for multiple contacts, or you can import contacts from a spreadsheet, Google contacts, your phone's address book, or another program.

Go to the Contacts page by clicking the contacts tab or icon in the left side menu.

Click the Add Contact button at the top-right of the Contacts page.

Enter the basic contact information as indicated. The First name field is required, all other fields are optional and may be left blank.

From here, you can either:

1. Click the Save and add another button, to save the contact in your database and begin adding a new contact. This allows you to create multiple contacts very quickly with basic information. Then, you will be able to edit them to add additional information and details later.

Or:

2. Click the Save and open button, to save the contact and open the detailed Contact Profile view. This will allow you to add additional information and details for that contact such as address, email/phone numbers, groups, family members, notes, tasks, past deals, and more.

After Saving a contact, they will be added to the contact list on the Contacts page. You can open a Contact Profile to view, edit or add additional details by clicking on the name of the contact in the contact list.