You’ve come across a new business “Contact” and want to document the details in Zurmo so you can record all of the information you have on the new “Contact”. Zurmo makes it very easy to navigate establishing a new “Contact”. Let’s get started!
The first step is to make sure you are on your Zurmo Dashboard. By selecting the “Home” button you will be situated on your Zurmo Dashboard.
Once on the Zurmo Dashboard, you notice the panel with the “Home” button also contains several other options such as Inbox, Accounts, Leads, Contacts, Opportunities, Marketing, Reports, and Products.
Select the “Contacts” button navigate to the “Contacts” section of Zurmo.
The screen will refresh and provide an option to “Create Contact”. Select this option.
When the “Create Contact” option is selected, a new screen will appear offering several demographic fields for your new contact’s information.
Enter all of the data for the new “Contact” in the corresponding fields until all of the data you have for the new “Contact” has been entered.
Once you have completed entering all of the data you have for the “Contact” into all of the available fields, consider the level of “Permissions” you want establish for this “Contact” and select the appropriate radio button for either “Owner” or “Everyone”. In the example below, I have selected “Everyone” which will allow everyone the opportunity to see this “Contact” and the details involved with this “Contact”.
The last step in creating a new “Contact” is to save your data for the new “Contact”. To do this, scroll down to the bottom of the window for the new “Contact” and select the “Save” option.
Once the “Save” option is selected, a new window will open to display a summary of the detail you entered. Here is a partial view of what you will see.
Don’t worry if you don’t have details for every field related to a “Contact”. As new information comes available to you, you can return to the “Contact” and add new information. We will cover the approach to doing that in an upcoming post.
Congratulations, you’ve created a new “Contact” in Zurmo!
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