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Add contacts

Oppdatert på 5. nov 2021

A Contact card stores valuable information on all your communication and interaction with a person, as well as their GDPR consent documentation. This how-to guide will show you how to add contacts, as well as store information efficiently in your SuperOffice CRM. 

Adding contacts

There are three ways you can add contacts to SuperOffice CRM:

  1. Add a contact from the top bar.
  2. Add a contact from the Company screen.
  3. Scan a business card with the SuperOffice CRM app – Mobile CRM.
  4. Bulk import larger numbers of contacts at once.

Follow the step-by-step guides below to learn how:

  • 1. Add a new contact from the +New button
  • 2. Add a new contact from the Company screen
  • 3. Scan a business card with Mobile CRM
    •  

      You can scan a business card with the SuperOffice CRM app – Mobile CRM.

      1. Open your Mobile CRM app.
      2. Got to the Company/Contact tab.
      3. Press New+ and select the Scan business card option.
      4. When the camera opens up, take a picture of the card and SuperOffice CRM will automatically transfer all the info onto a new Company card.
      5. Review and edit as required before saving.

       

  • 4. Bulk import contacts
    •  

      Users with administrator’s rights can bulk import contacts from other sources.

       

You can add contact from company card in two clicks
You can add a contact from the company card in two steps

Tip: Did you know that you can see all your contacts in one place? Simply click on the Selections icon in the navigator panel and select “All Contacts” from the drop-down list.

 

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