{"id":1041,"date":"2023-04-12T12:51:55","date_gmt":"2023-04-12T09:51:55","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/customer-relationship-management-crm\/adding-a-new-contact\/"},"modified":"2023-04-24T10:58:36","modified_gmt":"2023-04-24T07:58:36","slug":"adding-a-new-contact","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/crm\/adding-a-new-contact\/","title":{"rendered":"Adding a New Contact"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Add or Import contacts to your <a href=\"https:\/\/akaunting.com\/apps\/crm\" target=\"_blank\" rel=\"noreferrer noopener\">CRM<\/a>. Create tasks, schedule meetings, and track the activity log of a contact.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1-1024x576.png\" alt=\"Adding a new contact\" class=\"wp-image-1052\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Adding a new contact:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>CRM<\/strong> on the Navigation Menu.<\/li>\n\n\n\n<li>Select <strong>Contacts<\/strong> from the dropdown options.<\/li>\n\n\n\n<li>Click <strong>New Contact<\/strong>.<\/li>\n\n\n\n<li>Enter the contact&#8217;s personal information in the <strong>General<\/strong> section &#8211; <strong>Name<\/strong>, <strong>Photo<\/strong>, <strong>Email<\/strong>, <strong>Phone number<\/strong>, <strong>Website,<\/strong> etc.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1-1024x576.png\" alt=\"Adding a new contact\" class=\"wp-image-1052\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131541\/contact-list-1.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Define the contact&#8217;s CRM information in the <strong>CRM Contact<\/strong> section &#8211; <strong>Company name<\/strong>, <strong>Acquisition stage<\/strong>, <strong>Owner of contact<\/strong>, <strong>Source<\/strong>, etc.<\/li>\n\n\n\n<li>Enter the <strong>Billing<\/strong> and <strong>Address<\/strong> details.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Importing Contacts<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>CRM<\/strong> on the Navigation Menu and select <strong>Contacts<\/strong> from the dropdown options.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select Import Contacts.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>The allowed file types are XLS and XLSX. You are only allowed a maximum of 500 rows.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Download the sample file to fill in your data.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>The sample file has tabs for contacts, company contacts, emails, notes, schedules, logs, and tasks.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upload the file to Akaunting after updating the file with contacts.<\/li>\n\n\n\n<li>Click <strong>Import<\/strong>.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Add or Import contacts to your CRM. Create tasks, schedule meetings, and track the activity log of a contact. Adding a new contact: Importing Contacts Go to CRM on the Navigation Menu and select Contacts from the dropdown options. The allowed file types are XLS and XLSX. You are only allowed a maximum of 500 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1038,"menu_order":2,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1041","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1041","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1041"}],"version-history":[{"count":4,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1041\/revisions"}],"predecessor-version":[{"id":1542,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1041\/revisions\/1542"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1038"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1041"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1041"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}