Working with Contacts

Adding a Contact

To add a Contact to PolyCRM, simply click the Create Contact button on the Contact Overview page. A modal opens that allows you to enter the most important information about the Contact.

Updating your Contact

Updating a Contact is easy – simply click the field you want to edit and click the checkmark once you are done.

Deleting your Contact

Contacts can be deleted anytime by clicking the trashcan icon in the top right. Once a Contact has been has been deleted, it is gone for good, so be careful.