Contacts
Create, edit, search and organize your business contacts.
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- How to create a contact manuallyIn Contacts › Smart Lists, click Add Contact, enter a name, email or phone number and click Save. Use Save & Add Another to enter several contacts in a row.
- How to delete and restore contactsTo delete, select the contacts in Contacts › Smart Lists, click the trash icon and type DELETE to confirm. To recover them (within 60 days), open the three-dot menu next to Add Contact › Restore, select the contacts and click Restore.
- How to merge duplicate contactsIn Contacts › Smart Lists, select 2 to 10 duplicate contacts, click More › Merge, choose the master contact and confirm. Admins can also use Manage Duplicates (three-dot menu) to find duplicates by email, phone or name.
- How to store several phone numbers and emails on one contact and pick the primary oneOn the contact page, click Add Phone Number (up to 11 numbers, each with a label such as Mobile, Work or Home) or Add Another Email (up to 10 extra). Check Primary on the phone, or the star on the email, to set which one Elooo CRM uses by default, then save.
- How to use tags to organize contactsOpen the contact record, click Tags, pick or type the tag and click Apply. To create, edit, color or group tags, go to Settings › Tags.