How to Add, Delete, and Import Contacts & Understand the CRM Feature of Quick Hub

You can now collect and store all your customer data and contact details in one place with Quick Hub’s CRM feature. Here’s how:

1. Go to Quick Hub.

2. Click on CRM and then click Dashboard.

3. The dashboard provides an overview of the total number of contacts, tags, and follow-ups. It also displays data for the source distribution of the contacts saved in your Quick Hub database.

4. Click Contacts to add, delete, edit, or view all your contacts.

5. To add a contact, click Add Contact in the top right corner. Enter the first & last name, contact number, email, and tag, then click Save.

6. To view a contact, click the eye icon to open a detailed view.

7. You can also import a batch of contacts to Quick Hub by clicking the Import CSV option and selecting Upload to import the contacts.

8. To filter these contacts, click the filter option in the top right corner, select the filters you want to apply, then click Apply.

9. To add tags for these contacts, click the Tags option.

10. Click Create Tag.

11. Enter a tag name, select the contact you want to add the tag to, and click Create Tag.

Congratulations! You have successfully added a contact to Quick Hub’s CRM and assigned them a tag.