How to create Contacts in Kylas CRM?
This article covers the steps for creating a Contact, the dependencies and prerequisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Contact.
Prerequisites
- Permissions: Any user with permission to create Contacts
- Product Plans: All
- Activities to be Completed: None
Steps
Step 1
Click on add button under the 'Contacts' tab on the homepage to open the Contact creation form.
Step 2(a)
Fill in the details of the new Contact in the Contact creation form that opens after step 1. The Contact info is categorized into 5 sections (General Information, Social, Professional, Communication, Requirement). Only first name and last name are mandatory to create a Contact.
Step2 (b)
Enable the toggle on the right corner to show required & important fields in the contact form.
Step 3
After filling in the Contact details in step 2, click on the Save button. Then, a success message will be presented; after which the user will be directed to the 'Contact list' page, where the Contact records will be displayed.
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