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.