CRM & Sales

How do I use the contact picker on a new entry?

At the top of the New entry modal (both CRM lead and onboarding entry) there is a contact picker. Type a name, company, email, or phone number — Senly immediately shows matching contacts from your CRM.

Click a suggestion: the four fields (name, company, email, phone) are filled in automatically. You can still adjust each field afterwards — handy if the contact details have changed.

The picker only appears on new entries (not when editing). No contacts in your CRM yet? Then the picker stays hidden.

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