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Managing Contacts in the CRM
Managing Contacts in the CRM
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Written by Samantha McLarty
Updated over 2 weeks ago

  1. Click "Contacts"

  1. Click on the contact you want to view/edit.

  1. Click this icon to view all activity.

  1. Click this icon to add tasks.

  1. Click here.

  1. Create the task.

  1. Click "Save"

  1. Click this icon to add notes.

  1. Click "Add"

  1. Create your note.

  1. Click "Save"

  1. Click here to book appointments.

  1. Click "Add"

  1. Create the appointment.

  1. Click "Book Appointment"

  1. Click here to add or view any documents.

  1. Click "Add"

  1. Click "New File"

  1. Select the document to be added.

  1. Click "Upload".

  1. Click this icon to view payment history.

  1. All payment history will be visible here.

  1. Scrolling down through the contact will allow you to view and add any addition information such as "Tags".

  1. "DND all channels"

To Add a Contact to an Existing Company

  1. Click "company"

  1. Click the "Search by company name or email" field.

  1. Select the company.

  1. Click Apply.

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