3.1 - Creating Contacts

3.1 - Creating Contacts

In Zoho CRM, you can create contacts by:


  • Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources.

  • Importing contacts from external source : You can gather data through various sources, e.g. purchasing contacts database, contacts from different business units, etc. and import the CSV and XLS files into Zoho CRM.


  • Capturing contacts from website : You can create web forms and allow website visitors to submit their contact details or questions directly through forms. These details submitted in the website are captured directly into the Contacts module.


  • Converting lead to contact : On lead conversion, contacts, accounts and deals can be created.

  • Synchronizing Microsoft Outlook contacts : You can synchronize the contacts in Microsoft Outlook with the contacts in Zoho CRM.


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