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RocketCRM Knowledgebase

Contacts

Contacts are the people you interact with.

Create a Contact

To create a contact, go to the Contacts section and click on the Create button. Fill in the required fields and click on the Save button.

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Edit a Contact

To edit a contact, open the contact from the contact section and click on the Edit button. Make the changes and click on the Save button.

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Delete a Contact

To delete a contact, open the contact from the contact section and click on Options > Delete.

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Import Contacts

To import contacts, follow this guide on importing: Importing data

Contact Fields

The following fields are available for contacts:

  • First Name
  • Last Name
  • Title
  • Lead Stage Needs to be defined in settings
  • Email
  • Phone
  • Owner
  • Custom fields Needs to be defined in settings