Create a New Contact
Click “CRM” on the left side menu, then click “Contacts” to enter the module.
2. Click “Add New Contact” or “+Create New” button to create a contact.
3. By clicking the “Add New Contact” button, a line will be activated for data entry. You can easily fill the necessary fields and click the blue “Save Item” button at the beginning of the line.
4. Also, by clicking the “+Create New” button, a side panel will be opened. Here you can fill the fields and click “Save & Close” button.
5. Further, there is a shortcut to create new contact right into the client card. Double click on any client and fill the “Contact Information” part to create a contact related to that client. Fill the necessary fields and click the blue “Save Item” button at the beginning of the line.
Edit a Contact
6. Once you save a record, click “Open in side panel” button on that contact, or just double click to edit.
7. Click “Edit All” button to edit the record.
8.After editing, please click “Save & Close” button to save your edit.