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Contacts


In this article, we'll cover features of the Contact persons page and how you can navigate through it.

For a simplified breakdown about the CRM module, view our CRM Overview help guide


Create a new contact

To create a new contact person:

  1. On the Contact persons page (CRM > Contact persons), click +Add company & contact.
  2. Enter the first and last name of the contact person, along with the company details they're associated with. If the contact person isn't associated with a company, enter their name in the Company name field.
  3. Select a Company type to assign to the company (lead, opportunity, customer, supplier, or customer & supplier).
  4. Click Save.

Update or edit an existing contact

To update a contact person's details, click on their name on the Contact persons page. This will take you to the contact person editor.

You can also add a new contact person to an existing company by clicking +Add person.


If you have any questions, ask us by creating a help desk ticket.