How to add a new contact

Contacts are the best way to keep track of your clients, their activity, and their important information.

Written by Georgieanna Richer
Updated over a week ago

Step 1: Go to the Contacts tab, then select New Contact.

Step 2: In the Add New Contact page, enter the contact details.

Step 3: To add a new role, select the add role button and choose the appropriate role.

Step 4: Select Create Contact.