Adding contacts in Krayin CRM is a simple and essential step to manage your customer relationships effectively. Whether you’re adding customers, leads, or business partners, Krayin CRM makes it easy to store and organize all contact information in one place.
As an Open Source platform, Krayin gives you the flexibility to handle both individuals (Persons) and companies (Organizations).
Creating persons and organizations helps you manage customer data, track sales, link leads, and improve communication by keeping contacts organized.
In this guide, you’ll learn how to Add Contacts in Krayin in a few easy steps.
Add Contacts in Krayin CRM
Adding contacts in Krayin CRM helps you manage customers, create leads, and organize organizations smoothly. You can add both Persons and Organizations in just a few steps.
So, let’s get started!
1. Log in to Krayin Admin Panel
Go to the Krayin CRM login page and sign in using your admin username and password. After logging in, you’ll be directed to the main dashboard.
2. Navigate to Products
On the left hand side menu of your Krayin CRM dashboard, you’ll find a section called “Contacts.” Click on it.
After clicking, you will see two options:
- Persons: This is where you can add individual people like customers, leads, or prospects.
- Organizations: This is where you can add companies or businesses related to your contacts.
These two sections help you keep personal and company information separate and well organized.
3. Create a Person
Now, click on “Persons” under the Contacts section. Then, click the “Create Person” button.
Contacts >> Persons >> Create Person
You will see a form where you need to fill in the following details:
- Name: Enter the full name of the person.
- Email: Type their email address. From the dropdown, choose if it’s a work or home email.
- Contact Number: Add their phone number and select if it’s a work or home number.
- Job Title: Mention the person’s role or position in their organization.
- Sales Owner: Choose the team member responsible for handling this person.
- Organization: If the person works at a company already added in Krayin, select the organization name.
Once you’ve entered all the details, click the “Save Person” button. This will add the person to your contact list.
4. Create an Organization
To add a company or business, click on “Organizations” under the Contacts section. Then, click the “Create Organization” button.
Contacts >> Organizations >> Create Organization
Now, fill in the required details:
- Name: Enter the full name of the organization or company.
- Address: Add the complete address, including Country, State, City, and Pincode.
- Sales Owner: Select the team member responsible for handling this organization.
After entering all the details, click the “Save Organization” button. This will add the organization to your contact list in Krayin CRM.
5. View, Edit, or Delete Contacts
After adding a Person or Organization, you can view them in the contact list. On the right side of each contact, you’ll find an Actions button.
Click this button to:
- Edit: Update or change any contact information.
- Delete: Remove the contact from your CRM.
This helps you keep your contact list accurate and up to date.
6. Use Filters
If you have many contacts, you can easily find the one. Click on the Filter button at the top of the Persons or Organizations list.
You can search using details like:
- Name
- Email address
- Organization name
- Contact number
This helps you quickly find the right person or company without scrolling through the whole list.
Conclusion
To sum up, adding Persons and Organizations in Krayin CRM is a quick and easy way to manage your contacts. By organizing your customer and company details in one place, you make your work smoother and faster.
Moreover, it helps your team stay updated, follow up on leads better, and build stronger relationships. Whether you’re tracking sales or managing customer info, having everything well organized saves time and reduces mistakes.
Thanks for reading this blog.
Support
Please comment below if you have any questions. Hope it will be helpful for you, or if you have any issues, feel free to raise a ticket at our Support Portal
Be the first to comment.