How to Organize and Add Contacts with Quick Elements CRM

Quick Elements provides a powerful Customer Relationship Management (CRM) system that allows you to efficiently add and organize your contacts. Whether you’re managing a small list or a large database of customers, this guide will help you make the most of Quick Elements’ contact management features.

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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

By mastering these techniques, you’ll be able to efficiently add and organize your contacts in Quick Elements. This powerful CRM tool will help you maintain a clean, well-organized contact database, enabling more effective communication and marketing strategies.