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Create a Contact

What this does​

This guide explains how to create a contact in Franmantra CRM.

Create one contact manually or import many contacts from a CSV file.

Before you start​

  • Make sure you can open the Contact page.
  • Prepare the contact details or the CSV file before you start.

Steps​

  1. Open Contact from the main menu.
Main menu with the Contact option highlightedMain menu with the Contact option highlighted
  1. Review the contact list page.
  2. Click Add Contact to open the contact form.
Contact list page with the Add Contact button visibleContact list page with the Add Contact button visible

Manual Contact Creation​

  1. Enter the contact details, such as name, email, phone number, and other needed information.
  2. Click Create Contact.
Create Contact form with fields for name, email, phone number, and other detailsCreate Contact form with fields for name, email, phone number, and other details

Import Bulk Contact​

  1. To import many contacts, open the menu beside Add Contact or use the Contact menu.
  2. Click Import Contact.
Import Contact option opened from the contact list pageImport Contact option opened from the contact list page

 

Import Contact option opened from the Contact menuImport Contact option opened from the Contact menu
  1. Open the import page and upload the CSV file.
Import Contacts page ready for CSV uploadImport Contacts page ready for CSV upload

Select an Object

  1. Choose whether you want to upload contacts, opportunities, or both.
  2. Click Next.
Import step one with options to choose the object to uploadImport step one with options to choose the object to upload

Upload File and Configure​

  1. Upload the file and set the import options you need.
Import step two showing file upload and import configurationImport step two showing file upload and import configuration

Map the Object​

  1. Match each file column to the correct CRM field.
  2. If needed, skip extra columns by using don't import data from unmapped columns.
Import step three showing column mapping between the CSV file and CRM fieldsImport step three showing column mapping between the CSV file and CRM fields

Verify and Import​

  1. Review the import details.
  2. Accept the terms and conditions if asked.
  3. Click Start Import.
Import step four showing the final review before starting the importImport step four showing the final review before starting the import

Import Status​

  1. Check the import status list to see whether each file is pending or processed.
Import status page showing uploaded files and their processing statusImport status page showing uploaded files and their processing status

What happens next​

Your new contact or imported contacts appear in the CRM after the save or import finishes.

Notes​

  • Use the correct CSV format before you upload.
  • Check the mapping carefully so data goes into the right fields.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.