How to Organize and Add Contacts with Quick Elements CRM

Add contacts to your CRM, group them, and keep track of your conversations in one place.

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Adding Contacts

Access the Contacts Dashboard:

• Navigate to Quick Elements > CRM > Contacts
• Click the “Add New” button at the top of the page

Enter Contact Details:

• Fill in the basic information:
  • First Name
  • Last Name
  • Email Address (required)
  • Phone Number
• Add any custom fields you’ve set up (e.g., Company, Job Title)

Add Tags:

• Assign relevant tags to categorize the contact (e.g., “Newsletter Subscriber”, “VIP Customer”, “Lead”)

Save the Contact:

• Click “Create Contact” to add them to your database

Organizing Contacts

Use Tags for Categorization:

• Create tags by going to Quick Elements > CRM > Tags & Campaigns
• Enter a tag name & description
• Click “Add Tag”

Utilize the Search and Filter Functions:

• Use the search bar to find specific contacts
• Apply filters to view contacts by tags, lists, or custom field values

Track Contact Activity:

• View a contact’s activity timeline on their profile
• See interactions, email opens, link clicks, and more