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How to…Create and Edit a Contact

Search for the record you wish to add a contact to by using the search bar.

search results screen in desktop version of BuddyCRM

 

Once you have found the correct record, click on the company name to take you to the Record Card. 

share this record in BuddyCRM

Locate the Contacts bar on the left hand side of the record card. All contacts will be listed here. In this example, Elaine Hedders is the main contact, indicated by the star icon .

contacts sidebar on the record card of BuddyCRM

Should you wish to add a contact, click

A pop-up will appear where you can add the details of any additional contact.

 

Add contact from the record card of BuddyCRM

Click Save to save the contact to the record.

Should you wish to edit a contact, click on the contact name. A pop-up will appear with all the details for this contact so they can be easily viewed.

contacts edit pop up on BuddyCRM

 

In order to edit this record, select . This icon will only appear if you have edit rights to this record. You are then able to edit all details. Don’t forget to click Save when you are finished!

edit the details of an existing contact on BuddyCRM

If you wish to change your main contact, click the star next to the contact you wish to be your main contact , click it and it will turn to  and move to the top of the contacts list, indicating that this is now the main contact.

change main contact on record card in BuddyCRM

Updated on May 21, 2018

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