Tips for adding contact faster ?

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hello,

Are there any tips for adding multiple contacts faster than what I am currently doing ? Is there any possibility to mass import contacts via an Excel sheet important for example ?

Currently, when I am in a company and want to add a new contact, I go to the list of contacts of this company, click “Create contact” on top right, add info, and then it brings me automatically to the page of the contact I just added, and for which I have to select the company I want it assigned to. Then, I have to go back to the company’s list of contacts and give said contact other specific attributes. This is a pain. So, is there any tips for this process ?

Best regards

2

Hi @LG2025,

@LG2025 wrote:

Are there any tips for adding multiple contacts faster than what I am currently doing ? Is there any possibility to mass import contacts via an Excel sheet important for example ?

Yup, there is :slightly_smiling_face: Import records for multiple objects

You can find sample files here: Format import files

Best regards

3

Dear Karsten Köhler, many thanks for your help, I could manage to do an import.