Creating Contact in ERPNext
A contact is a person’s information that may be used or related with a Lead, Customer, Supplier, Shareholder, Sales Partner or a User.
To create a Contact:
- Login to ERPNext
- Go to CRM.
- Under Sales Pipeline, click Contact.
- To create a new Contact, click New.
- Enter the required information.
- First Name
- Last Name
- Status - Choose the status if the contact is passive, is open to contact or has replied.
- Other contact information such as email, phone, etc.
6. Click Save to apply changes.
Note: You can also add a Contact from the Customer or Supplier record by clicking on “New Contact” button as shown below under the Address and Contact section.