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.

Updated on: 23/03/2025