How to Add a Contact in the Existing List in hyCRM
Sometimes you may want to add just one or two contacts in the existing database that you have. This article shows you how to add a contact to an existing database in the hyCRM.
Step 1 - Navigate to hyCRM
1. Go to my.hy.ly
2. Select your sub-org
3. Select hyCRM.
Click on '+' sign at the top right corner. A pop-up form will appear. Enter all the required fields.
Put the details such as:
- First Name
- Last Name
- Phone Number
- Email Id
- Sub-Status (As per the lead category)
- Lead Attribution (details of the source of the lead)
Once you have filled in all the details, click on 'Create'. The contact will be added and you'll be able to see it in hyCRM.
You have successfully added the contact to your existing database!
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