Adding a Contact into your CRM
Click on “Clients” from the Menu bar and click on “Contacts” from the menu on the left hand side.
Click on “New contact”.
In the opened pop-up, add the Name, Email address, Phone Number, Source, Type, Name of the Group, Birthday, and anniversary.
Click on “Create”.
Importing Contacts from Excel
It can be too tedious to manually add contacts if you have one too many. In such a case, all you have to do is,
Click on “Import from Excel” and carefully read the guidelines that pop up.
Next, select your file and let it upload.
Then. Simply click on “Import Excel”. Job done!
If your import is unsuccessful, refer the guidelines, make the necessary fixes, and try again.
Importing Contacts from Google
If you have used your Google account to sign up on Radius, your contacts are automatically synced with your CRM.
If you have used an account other than Google, click on “Import from Google”, login using your Google credentials, click on “allow” to import your Google contacts into your CRM.
Set reminders - Click on “Add reminder” and fill in the fields of the pop-up, and you’re good to go!
Add notes - Click on “Add notes” to enter any specifics associated with the contact, click on “Add”.
Mark your contact as a client - Click on “Mark as client” and select the type of client, your contact will also appear in “Clients”.
If you face any difficulties with any of these steps, feel free to contact our Highly Responsive Support