What This SimplySync Tool Does

Creating and managing contacts helps keep customer information organized. You can add new contacts, edit existing ones, or delete them when they're no longer needed. This process ensures that your team has accurate and up-to-date information to work with, improving communication and automation across your business.

Why It Matters

It keeps the work visible, organized, and easier for your team to follow. By maintaining accurate contact records, you ensure that your CRM remains a reliable source of information for your team, helping you make informed decisions and deliver better customer service.

When to Use It

Use this lesson when you need to work with understanding contacts in SimplySync. Whether you're onboarding new customers, updating existing records, or cleaning up outdated data, managing contacts is an essential part of your daily workflow.

Before You Begin

• Confirm that your account permissions include this area.

Step-by-Step Instructions

1. Navigate to Contacts > Smart Lists from the left-side menu.
2. Click + Add Contact.
3. Enter the contact's details, such as:
   • First name
   • Last name
   • Email address
   • Phone number
   • Additional available fields as needed
4. Manage which fields appear when adding new Contact by clicking on the Customise Form button.
5. Review the information for accuracy.
6. Click Save to create the contact.
7. Navigate to Contacts > Smart Lists.
8. Search for or select the contact you want to update.
9. Click on the Contact Name to open the contact record.
10. Edit the necessary contact details.
11. Save your changes.
12. Navigate to Contacts > Smart Lists.
13. Select the contact you would like to delete using the checkbox to the left of the name. Then click the Delete button.
14. Confirm for action by typing DELETE in the popup window. Then click the Delete button.

Important Settings

• Review account permissions before changing shared settings.

Helpful Tips

• Use fictional test data while learning the workflow.

Common Mistakes

• Skipping the final review before saving a change.
• Testing with real customer data instead of safe demonstration data.

Troubleshooting

• Contact SimplySync Support if the expected option is missing.

Frequently Asked Questions

Where can I get help?

Contact SimplySync Support for account-specific help.

Next Recommended Lesson

Adding a Contact

Keep learning with SimplySync

Use these SimplySync resources when you want the next step.

• Search the SimplySync Q&A
• Continue in the Contacts training section
• Related guide: Importing Contacts