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.
Contacts are the best way to keep track of your clients, their activity, and their important information.
Written by Yujia Zheng
Updated over a week ago