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Contacts

Table of Contents

Add a Contact Person #

When you create a Lead, Deal, Estimate, Invoice, Project, etc. then a contact will be created. But you can also add a contact person manually.

To add a Contact Person just go to Dashboard and follow the steps below:

  1. Click on CRM > Contact
  2. Choose Person Tab
  3. Click on Add Person or Let’s Start Adding button

After clicking a Contact Person form will appear.

  1. Fill in your person’s necessary information
  2. Click on the Save button

Add Contact Organization #

To add a Contact Organization just go to Dashboard and follow the steps below:

  1. Click on CRM > Contact
  2. Choose OrganizationTab
  3. Click on Add Organization or Let’s Start Adding button

After clicking a Contact Organization form will appear.

  1. Fill in your organization’s necessary information
  2. Click on the Save button