How to Manually Add a Contact
Contacts can be added from the CRM contact listing page, the top menu search bar on the CRM or by importing contacts. To learn how, please see the instructions below.
Add a Contact From the CRM Listing Page
Hover over the CRM module icon and click the Contacts tab. When you enter the Contacts Listing page, click on the green + Contact button on the top right of the page.
Add a Contact Using the Top Menu Search Bar
Enter any CRM listing page. Hover over the Contacts tab on the blue top menu bar. Click Add a Contact.
Import Contacts
You can import contacts using a CSV file. Please click on the link below to view our Knowledge Base article to learn how.