Odoo CRM

How to create a new contact in CRM

6 steps 16/03/2026 17:43 1 views

Step-by-Step Guide

1

Action unclear: CRM link not found

Portal navigation area where the CRM link was expected but could not be located

2

Action unclear: Customers link not found

Portal dashboard with the Customers link absent or not yet visible in the navigation

3

Click New to open the contact form

Clicking the New button in the top-left corner of the CRM page to open a form panel with Subject, Customer, and Description fields

4

Enter the contact's name in the Customer field

Typing a full name or company name into the Customer field on the new contact form

5

Fill in contact details in the form

Form fields for entering contact details including email address, phone number, and company name

6

Click Save Manually to create the contact

The Save Manually button on the CRM contact creation form