Adding Contacts
Easily access your contacts
Isabel Reyes
Last Update há 2 anos
Customer relations are crucial for your business; keep all the details of the primary contacts of each project in one place.
1) Navigate to " Contacts" from your CRM and click on "Add Contact"
2) Fill in all the information needed. Avoid leaving empty fields to avoid required issues when saving the contact.
3) Save
Finally, save and you can always come back and edit any detail if needed.