Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Next challenges

Recent achievements

  • Global
  • Personal

Recognition

  • Give kudos
  • Received
  • Given

Leaderboard

  • Global

Trophy case

Kudos (beta program)

Kudos logo

You've been invited into the Kudos (beta program) private group. Chat with others in the program, or give feedback to Atlassian.

View group

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

How do I add contact' s info (phone, email...) on a card ?

Hi everyone,

On my Trello Pipeline, I have one card per potential client. I'd like to add contacts in these cards and their info : phone, email and comments.

How can I do it ? Thanks a lot for your help and answers !

 

 

2 answers

2 votes
Esme Crutchley Community Leader Jul 02, 2020

Hi @Anne-Laure 

Welcome to the Community!

This can be done with Custom Fields, you could make one for their phone number and email and things like that, then in the 'Comments' at the bottom you could write anything you like really!

If you want to use Trello as a CRM, I'm going to tag in @Brittany Joiner because I have a feeling that crmble is something that you could really benefit from here!

Hope she's able to help!

Esme :)

Brittany Joiner Community Leader Jul 04, 2020

Hey! Thanks for the tag, and I’m terribly sorry for my slow response @Anne-Laure . But yes! Check out the Crmble Power Up. It’s meant for this! With a few clicks your board will be set up for a sales pipeline, and cards automatically have Crmble fields for storing contact info like you described! You can sync to gmail, and you can also sync to google forms or anywhere else you get a contact/lead! Then you can view cool dashboard reports showing performance of your sales pipeline. Does this sound like what you are looking for?

I have seen an installation using Contalist. 

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Published in Trello

📹 What is Trello?

Hello Community!  My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. I'll be sharing with you a series of videos with my top tips on how to best use Trello...

775 views 13 30
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you