Managing your contacts within FreeAgent is fast and easy. You can add new ones, edit the existing ones or delete those that you don't longer need.
In this tutorial, we will cover the following topics:
Add Contacts to FreeAgent CRM
Creating new contacts within FreeAgent is fast and easy. To get started, head to the Contacts tab and click the 'Things You Can Do' button to show the available options. Then click 'Create New Contact'.
Please note that only 'First Name' is mandatory as indicated by the '*' symbol. There are some fields that have system validation to ensure that all data added belongs to the field type.
Fill in the form and once you are done, click 'Save' to create the contact.
Your new Contact will be visible under the Contacts section.
If you add the Account information of an account that doesn't exist yet, FreeAgent CRM will automatically create the Account for you.
Edit a Contact
To get started, go to the Contacts tab and click on the Contact you want to edit. You will notice the 'Edit' button right at the bottom of the information section when you hover over it.
Once you click on it, the 'Edit Contact' window will be displayed. Here you can make all the changes you need to the information. Once you are done making the changes, click the 'Save' button.
Delete a Contact
To get started, go to the Contacts tab and click on the Contact you want to delete. You will notice the 'Delete Contact' button right at the bottom of the information section when you hover over it.
Once you click on 'Delete Contact' you will be prompted to confirm the process by clicking on the 'Delete' button. This process can not be undone.
Delete Multiple Contacts
It is also possible to delete multiple Contacts at once. To do so, click on the List view (1) under the Contacts section. There select the contacts (2) you wish to delete, this will enable the 'Delete' button. Once you have selected the Contacts, click the 'Delete' button (3).
Since this process cannot be undone, you will need to confirm by clicking the 'Confirm' button on the Delete confirmation dialog box in order for the selected Contacts to be deleted from FreeAgent CRM.