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Contacts

Contacts can be added in three different ways: adding manually, importing from a file and synchronizing with Google Contacts or Office 365 Contacts.

To add contacts manually go to Sales>>Contacts section and click the plus button:

  • Contact – full contact form with all contact fields.
  • Quick Add – short contact form with only important fields.
  • Multiple Contact – a form that enables to add multiple contacts at a time.

Fill in the form and save the contact. The contacts you add will be available in the list.

 

Created by Aziza Israilova, 
May 2019