CRM

Create A Contact 

To create a contact manually, follow the below steps:

1. Click on Contacts in the main menu.


2. Click on Add Contact button () in the top right corner.

3. The Contact Information window is displayed. Update all the mandatory fields marked with an asterisk and click Save.


4. Once the Contact has been created, you will see an additional tab More Information here.


5. The created Contact can be accessed from the Contacts Menu. The contact is visible on the Contacts List View page.