How to create a contact?

Create or import contacts and maintain an updated contact base.

Creating customers and vendors:

• Introduction to contacts
• Creating a contact
  • Customers
    • Creating customers from the contacts module
    • Creating customers from a sales order or an invoice
  • Vendors
    • Creating vendors from the contacts module
    • Creating vendors from a purchase order or a bill
  • Cloning an existing contact

Importing your contacts using different methods:

• Importing contacts
  • Phase 1 - Uploading the import file
  • Phase 2 - Mapping import fields
  • Phase 3 - Preview before completion
• Obtaining your existing contacts from Zoho Books
• Obtaining your contact base from Zoho CRM

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