Create New Contact

Overview

Contacts are the foundation of your OmniReach CRM. Each contact can store identity details, communication history, appointments, opportunities, notes, tasks, and workflow activity.

Create a contact

1. Open Contacts from the main navigation.
2. Select Add Contact.
3. Enter the details you have, such as name, email, phone number, tags, source, and any other fields your team uses.
4. Save the contact record.

Manage contact records

Keep records current so messages, automations, and reporting stay accurate. You can update contact details, add notes, create tasks, associate opportunities, and review communication history from the contact record.

Deleting a contact may affect conversations, notes, opportunities, tasks, appointments, manual actions, community ownership, and active campaigns or workflows.

Custom fields

Custom fields let you track business-specific details such as service type, lead source, preferred appointment window, purchase intent, or account details.

For hands-on help, email info@omnireach.co or chat with us directly!