There are two ways to manually add Contacts to your CRM. You have the ability to manually add Contacts into your CRM.
Method #1: Adding a Contact
1. From within the CRM module, you can click the + CONTACT green button in the top right corner.
Method #2: Adding a Contact (from the top menu bar)
1. You can also access the ADD A CONTACT option by hovering over the Contacts menu option in the top menu bar.
With both methods, the ADD A CONTACT pop-up will appear that allows you to add quick information about the Contact.
NOTE: the email address is the only field that is mandatory on this pop-up.
If you wish to add more information to the Contact or have custom fields that you need to fill out, you can click on the green +INFO button which will take you to the full add contact page:
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