CRMTeamleader

How to create contacts on Teamleader CRM

Teamleader CRM offers the option to add contacts and link them to their coressponding companies. Adding contacts follows the same pattern as creating companies. You can either add them manually or import a list.

1-Add contacts manually

You can add users manually using the add contact button, then you have to fill in all the required information.

Step 1 click on contacts then add contact

Step 2 Fill all the required information

2-Add contacts using the import option

Step 1 click on import

Step 2 import or paste you list respecting the pattern

Step 3 Match each contact info to its coressponding field

CRM Teamleader

Step 4 save and you add or make changes later on

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