Gro CRM Tutorial

Creating Contacts and Accounts

Aug 12, 2017 Last Update

 
 

Introduction

A contact is an individual such as a lead or a client that you can track and manage through the app. If the contact is part of a company/account, you will want to create it within the account versus setting it up individually. All contacts, whether they are individuals or attached to an account, are listed in the Contacts folder within the Contacts icon of the navigation bar.

Creating a New Contact as an Individual

There are multiple ways to create new contacts in the system.

Option 1, from the Contacts icon:

  1. Click the Contacts icon in the navigation bar.
  2. Click the plus icon in the upper right corner of the screen.
  3. In the first field, select the category type such as lead or prospect, and fill out any remaining contact information.
  4. Click the Save button in the upper right corner of the screen.


Option 2, from the Dashboard:
  1. Click the Dashboard icon in the navigation bar.
  2. Click on the Quick Actions plus icon in the upper right corner of the screen.
  3. Select Add Contact.
  4. In the first field, select the category type such as lead or prospect, and fill out any remaining contact information.
  5. Click the Save button in the upper right corner of the screen.


Note: additional fields regarding your new contact can be defined once created. Go back to edit the contact to see these additional fields.
Creating a New Account

Accounts are companies. You may choose to attach individual contacts to your accounts if applicable. Create an account just as you would create a contact as described above. The only difference is that you would select the Account tab versus the default Contact tab when creating the record.

Creating a New Contact as Part of an Account

If a contact is part of an account/company, it must be created within the account record.

To create a contact within an account:

  1. Click the Contacts icon in the navigation bar.
  2. Next, click on the Accounts folder and find the account you wish to add a contact to.
  3. Within the account record, click on Contacts, then click on the plus icon in the upper right corner of the screen.
  4. In the first field, select the category type such as lead or prospect, and fill out any remaining contact information.
  5. Click the Save button in the upper right corner of the screen.


Note: additional fields regarding your new account can be defined once created. Go back to edit the account to see these additional fields.
Editing a Contact

Editing a contact and an account follow the same methods.

To edit a contact:

  1. Click the Contacts icon in the navigation bar.
  2. Next, click on the Contacts folder and select the contact you wish to edit.
  3. Make any changes by simply clicking the field you wish to edit.
  4. Click the Save button in the upper right corner of the screen.


Ready to get started

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