Contacts

A Contact stores essential details such as phone numbers, email addresses, and company information. Contacts help facilitate communication and can be linked to multiple deals and organizations.

To access Contacts:

Login → Desktop → Frappe CRM → Contacts

Create Contact

Create a new contact in Frappe CRM:

1. Go to Frappe CRM → Contacts.
2. Click Create in the top-right corner.
3. In the New Contact dialog, enter the contact details:
   • First Name
   • Last Name
   • Email Address
   • Mobile No
4. Optionally, provide additional information:
   • Company Name
   • Designation
   • Gender
   • Address
5. Click Create to save the contact.