Then you can open the CSV file in a spreadsheet program including Microsoft Excel, Apple Numbers or Google Sheets. ![]() More articles about adding and editing contacts.Below are the steps to export your contacts from RealOffice360 to a CSV file. You can open a Contact Profile to view, edit or add additional details by clicking on the name of the contact in the contact list. ![]() This will allow you to add additional information and details for that contact such as address, email/phone numbers, groups, family members, notes, tasks, past deals, and more.Īfter saving a contact, they will be added to the contact list on the Contacts page. Click the Save and open button, to save the contact and open the detailed Contact Profile view. Then, you will be able to edit them to add additional information and details later.Ģ. This allows you to create multiple contacts very quickly with basic information. Click the Save and add another button, to save the contact in your database and begin adding a new contact. The First name field is required, all other fields are optional and may be left blank.ġ. ![]() Go to the Contacts page by clicking the contacts tab or icon in the left side menu.Ĭlick the Add Contact button at the top-right of the Contacts page.Įnter the basic contact information as indicated. If you already have your contacts in a spreadsheet, Google contacts, your phone address book or another program, you can save time by importing your contacts instead. Follow the instructions below to manually add one, or multiple contacts to your database. It's easy to add new contacts in RealOffice360 CRM.
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