- Open the contact card by clicking on the (+) icon located on the bottom left-hand side of your dashboard.
- Click Create Contact.
- Fill in the required fields and click “Save”.
- Once your contact is created click on “Edit” to add additional information:
- 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”.
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