Step 1: Open the contact card by clicking on the (+) icon located on the bottom left-hand side of your dashboard.
Step 2: Input the client’s information into the search bar and press enter on your keyboard. You can search for a client using the first or last name, phone number, or email address. Agents are also able to create new contacts from this view by clicking the “Create Contact” button.
Step 3: If multiple contacts share credentials an Agent can scroll through a list of contacts matching the search credentials and select the contact they are searching for by clicking on it.