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Adding & editing contacts

Create and maintain contact records.

Create a contact

  1. On the Contacts page choose to add a contact (or use Quick Create where available).
  2. Fill Basic Information: name, Email, phone and Account Name (the company).
  3. Add Additional Information, Address (City, Country) and any Custom Fields.
  4. Optionally Add Tags to categorize the contact.
  5. Save.

Editing & actions

Open a contact to edit details, Compose Email, Create Task, or view its Activity. The AI Summary gives a quick read on the relationship.

Linking a contact to the right Account keeps companies and their people connected for reporting.
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