RapidStart CRM – Contacts

One of the core items that you and your users will create and track in RapidStart CRM are the Contacts you work with. These could be existing Contacts related to Accounts, existing Contacts not related to Accounts, and Prospects that you hope to engage with in the future… any kind of Contact, really.

Contacts List View

The List View of Active Contacts will open, which looks similar to a spreadsheet.
(1) To get to Contacts, in the Sidebar, click on “Contacts”.
(2) There are a few different view filters available with RapidStart CRM, and you can select between them. In addition, you can set one as your default.
(3) The Ribbon contains various Actions that you can take with regard to Contacts from the list view, like adding new ones, for example. If you select one or more Contacts by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Contacts.
(4) To open a particular Contact’s record, you can click on the Contact name.
(5) To create a new contact record, click + New Contact.

Contact Record Form

The Main Contact Record form will probably be one of two primary starting points for work you do in RapidStart CRM, the other one being Accounts.
(1) In the Ribbon, you will see actions you can take on this particular record, like assigning it to someone else, for example.
(2) Most record forms in RapidStart CRM have “Tabs” to move between other parts of the particular record form. On the Contact record, there are tabs for Summary, Addresses, Details, Timeline History, Opportunities, and Cases.
(3) Unique to RapidStart CRM are our “Quick Steps” buttons for “one-click” new record creation.
(4) Also unique to RapidStart CRM is our “Hashtags” feature for “free-form” record tagging. Check out the Hashtags Topic in the sidebar under Other Features.