How do I create a new contact?

1. Open the contact card by clicking on the (+) icon located on the bottom left-hand side of your dashboard.

2. Click Create Contact.

 

3. Fill in the required fields and click “Save”.

4. Once your contact is created click on “Edit” to add additional information:

5. The Edit contact field allows you to add or edit the client's information in the relevant fields:

• Title
• First Name
• Last Name
• Work Number
• Home Number
• Mobile Number (Click on the (+) symbol to add multiple mobile numbers)
• Email Address (Click on the (+) symbol to add multiple Email addresses)

 Once you have completed adding the client's information click on “Save”.