Adding a New Contact

Add or Import contacts to your CRM. Create tasks, schedule meetings, and track the activity log of a contact.

Adding a new contact:

• Go to CRM on the Navigation Menu.
• Select Contacts from the dropdown options.
• Click New Contact.
• Enter the contact’s personal information in the General section – Name, Photo, Email, Phone number, Website, etc.

• Define the contact’s CRM information in the CRM Contact section – Company name, Acquisition stage, Owner of contact, Source, etc.
• Enter the Billing and Address details.
• Then, Save.

Importing Contacts

Go to CRM on the Navigation Menu and select Contacts from the dropdown options.

• Select Import Contacts.

The allowed file types are XLS and XLSX. You are only allowed a maximum of 500 rows.

• Download the sample file to fill in your data.

The sample file has tabs for contacts, company contacts, emails, notes, schedules, logs, and tasks.

• Upload the file to Akaunting after updating the file with contacts.
• Click Import.