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Faster ways to enter new contact data.

Copper Elite Contributor
Posts: 227
Country: New_Zealand

Faster ways to enter new contact data.

Does anyone have any ideas or tricks for getting new contact data from sources like website contact pages, email from a new contact, LinkedIn, online business directories etc. I'm talking one at a time here, not bulk uploads.

 

The problem is this: I'm talking to a new contact and need to enter him into my ACT database, and I'm looking at all his details on one of the above record types. What follows is a lot of tedious copying and pasting, field by field, flip - flopping from window to window (unless you minimise each window while you do it), then I need to make sure the Company record is created too. 

 

Am I missing something - is there an easier way????

 

Graham.