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Adding and updating your contacts

Table of Content

Adding and Updating Contacts

Interacting with your customers is an important part of running your business. Every time a lead interacts with you, you can manually or automatically create a new customer contact and save to Nilead CRM database.

Add a new contact

Customer contact is the core of any Customer Relationship Management system, and there are many ways to quickly add new customer to Nilead CRM system.

Instruction

We have created a video to show you step by step process to add new contact:


Edit a current contact

After you've created contacts, you can edit them easily.

Instruction

We have created a video to show you step by step process to edit a current contact:


Delete a current contact

After you've created contacts, you can delete them.
crm - delete contact - Nilead platform

Note This action is not reversible.

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