How can I add contacts?

Last Revised:    Written by Veloxity CRM    Time Estimate: About 3 minutes to read. Version 2.0

Contents

Jump to the following sections to learn more about Adding Contacts: 

Step-by-step guide

This guide shows you how to add Contacts to your Veloxity CRM system:

  • Add Contacts from the Main Menu
  • Add and link Contacts when adding new data records
  • Add Contacts automatically from a Lead Record
  • Import Contacts using the Data Import Feature (requires CRM administrator access)

Adding Contacts from the Main Menu

Add a New Contact directly to Veloxity CRM from the Main Menu.

From the Main Menu, click Contacts > Add Contacts

Tip: Records of this type will be added to the system without any automatically linked records. You have the option to Link Records to this Account. 

You are looking at a screenshot demonstrating how to Add a Contact from the Main Menu: 

Figure 1. Adding a Contact from the Main Menu.

Adding and Linking Contacts when Adding a New Data Record

When adding a new data record to the system, you have the option of adding and linking a new or existing Contact. 

To add a new Contact to link to a new data record,

  1. Click Yes when prompted to associate a Contact with the new data record.
  2. Click Create New Contact.
  3. Enter New Contact information.
  4. Click Add Contact. 

You are looking at a screenshot demonstrating how to Add and Link a Contact when Adding a New Data Record:

Figure 2. Adding and Linking a Contact when Adding a New Data Record.

Adding a New Contact from a Lead Record

If your company uses Lead Records, Contacts are automatically added to Veloxity CRM when you click Create Opportunity or Capture Contact.

  • Capture Contact.  On a Lead Record, a Contact is automatically created when you select Capture Contact. Capture Contact is used to capture Account and Contact information from a Lead Record. This is typically used when the Lead is not being converted into an Opportunity. 
  • Create Opportunity. On a Lead Record, a Contact is automatically created when you select Create Opportunity. Create Opportunity is used to convert a Lead into an Opportunity. Create Opportunity automatically creates and links a Contact Record, Opportunity Record, and (depending on your Business Transaction Type) Account Record.

You are looking at a screenshot demonstrating How to Automatically Add Contacts through Create Opportunity and Capture Contact on a Lead Record: 

Figure 3. How to Automatically Add Contacts through Create Opportunity and Capture Contact on a Lead Record.

Importing Contacts

Your Veloxity CRM Administrator can upload new Contacts using the Data Import tool in CRM Setup.