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Add or delete contacts in the CRM

How to manually add new contacts to the CRM and delete existing ones.

Written by Justina Markovic

Joomag's CRM enables you to manage your contacts easily. You can import and export lists of contacts, as well as manually add and delete the contacts.

Add manually

1. Click the CRM button on the left sidebar.

2. Click the Add Contacts button.

3. To manually add contacts, click the Manual button, expand all the fields, and fill in the necessary information.

4. When you are ready to add your contact details, click the Create button.

Add as many contacts as you'd like and click Done.

Delete contacts from the CRM

To delete a contact from the CRM, follow these steps:

1. Go to the CRM section on the left sidebar.

2. Select the contact you want to delete.

3. In the Actions drop-down menu, select Delete.

The action cannot be undone.

4. Check the box to confirm the action and click the Delete Contacts button.

šŸ’” You can also delete a contact from the Contact details section.

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