How to create and edit a new contact in CRM Datalyse?

Datalyse CRM is a wonderful tool that you can use to manage your contacts' data in a fast, intuitive and simple way. You have many functionalities linked to the management of your contacts that will make easier all your tasks related to the follow-up and sales process of all your contacts that register on the Datalyse CRM has several ways to generate new contacts in your organisation. CRM . These are explained below.

1.LINK MARKETING CAMPAIGN VIA ZAPPIER

If we link a marketing campaign via Zappier Once the Leed is generated in your campaign, whether it is from "Google Ads, Facebook Ads, TikTok Ads..." it will be sent directly to the CRM creating a customer file automatically with the data collected by the campaign. This is a very efficient way, as you will not waste time adding contacts, but will directly create the contact sheets and you will receive a notification each time a new leed enters the campaign. CRM.

2. ADD AN EXCEL SHEET

This option consists of creating an Excel spreadsheet with all the Leeds/contactos/clientes you want to upload to the CRM and in the Contacts section, in the "Import from file" button, drag it so that they are all loaded at the same time, generating as many contact sheets as there are contacts in Excel. It must be taken into account that the Excel file must be well done because, if the fields of the Excel are incorrectly positioned, the information will not be loaded correctly and it will not be possible to upload the contacts correctly.

3. MANUAL CREATION OF THE CONTACT

This is the slowest way, but it is also an option for those of you who work with a small portfolio of contacts. This method consists of entering the CRM and in the Contacts section, once inside, on the right edge, you will see a button "+Add new contact". Once we click on the button, a contact file will appear with unfilled properties, and we will go property by property filling in the missing information and when we finish, we will add the contact by clicking on the "Add" button. When you upload your contacts, it will automatically generate its own contact file with their respective data. As if that wasn't enough, it has a variety of fields that are customisable to adjust the information you need depending on the type of company you are. In addition, all the fields are quick and easy to use.

How to edit existing contact information?

It is excellent that all data can be accessed in one place, making it easy to manage. The different fields in Datalyse CRM include name, email, contact information and calendar details. Each of these fields can be customised to make it easier to get the information you need. For example, if you want to add a contact to your database, you can enter their name, email address and other contact information in the appropriate fields. It is also easy to add other information. You can use the fields in the Datalyse CRM to update and manage your contact details. For example, you can easily add or delete contact information. You can also edit their email address or other contact details, as well as add and edit calendar data. This makes it easy to keep your contact information up to date and organised. It is very easy to add and manage contacts within the Datalyse CRM. Simply enter the information you need in the fields and click the Add button. Then click the Manage button and your contacts will be displayed. You can easily edit your information as well as add new contacts.

Is it clear to you how a contact is created in the Datalyse CRM?

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- Datalyse is a fast and easy to use CRM that allows you to unify your business needs, centralising all your operations in a single application. Discover how a CRM can help your team by contacting us

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