Create Contact

Zoho CRM allows you to manage your business and personal contacts efficiently. Here's a step-by-step guide with visuals to help you create a new contact:

1. Access the Contacts Module:

• Log in to your Zoho CRM account.

• Navigate to the Contacts tab. You'll usually find this on the left sidebar menu.

2. Create a New Contact:

• Click the New Contact button. This is typically a blue button located at the top right corner of the Contacts page.

3. Enter Contact Details:

• A new window will appear with the contact creation form. Fill in the details of your contact, including:

  • First Name

  • Last Name

  • Email (optional, but highly recommended)

  • Phone (optional)

  • Mobile number (not mandatory but useful for sending SMS via SInch Message Media)

• You can also add additional information in the provided fields like Title, Department, Website, and Reporting To (if applicable).

4. Save the Contact:

• Once you've entered the necessary details, click the Save button at the bottom of the form.

Your new contact will be created and added to your Zoho CRM system. You can now manage and interact with your contacts effectively.

Additional Tips:

• Zoho CRM offers various options for creating contacts. You can import contacts from a CSV file or create them directly from your Zoho Mail account.

• You can categorize your contacts for better organization. Zoho CRM allows you to create custom groups or choose from pre-defined categories like Leads, Customers, and Vendors.

• By utilizing Zoho CRM's features, you can build stronger relationships and improve communication with your contacts.