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Adding Contacts
Adding Contacts
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Written by Rain
Updated over a week ago

Adding a New Contact

  1. You can create a new contact by clicking the +Add button or going to the Contacts menu and clicking the Add Contact button.

  2. Fill out the contact form and some information is optional.

    • Personal - Full Name, Nickname, Email Address, Contact Numbers, Contact Role, Agent License Number, Website, and Address

    • Business - Company Name, License Number, Email Address, Contact Numbers, Website, and Address

  3. Click the Save button.

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