Create a Contact

Video Tutorial

Attending a networking event and coming away with lots of business cards or taking a call or receiving an email can give you a large amount of information about a contact. This could include information such as name, address, phone number, email etc. This short tutorial will explain how to enter this information in the CRM.

  1. From the menu, select CRM > Find a Contact.
  2. Click Create a new contact from the select contact box. You will then get the Edit Contact Details box.
  3. Input a contact reference number*.
  4. Input a company name*.
  5. Input the contact's personal details.
  6. Input a job title*.
  7. Click Save when finished.

* Optional.

All of the other boxes are optional, except Address Line 1 and Postcode.

You can then assign the contact to mailing lists, categories, add freeform notes and personal information by selecting the tabs in the lower right corner and ticking each box as required.

Creating Contact Screenshots:


Select to create a new contact box:

Select Contact

Edit Contact Details box:

Create Contact Form