Adding a quick Contact is easy with a few clicks and some basic contact information. Adding a Contact record for every person you meet, business or potential client, is highly suggested.
⚠️ First Name, Last Names, and either a Phone Number or Email address are required to add a new Contact
Adding new Contact
- Click, 'Contact' on the far left in main menu group.
- Click, ‘Add Contacts’ button (in blue), located in the upper-right of the screen.
- A quick-Contact creation slide-out will appear on the right side of the screen.
- Begin adding the appropriate and available contact information. When completed, click the ‘Save’ button (in blue), at bottom-right.
- When completed and saved, you will return to the Contacts module in list view.
📽️ For a video walk-through of viewing and editing a contact, click here
⚠️ Contact Status will display different options based on your company's available options.
👍 This concludes adding a new contact manually.