Are you a Plezi Free,One, Plus, Star user and want to manually create a contact? This article is for you!
Prerequisite:
To create a contact, you should be an administrator, marketer or agency We'll see you here for more details about the roles in Plezi.
To create a new contact in Plezi:
Contact your Plezi account.
Go to the homepage, go to the "Contacts" section (sur la gauche).
and click in the top right on the contacts icon, and then select "Add a contact"(1).
Fill in the information you want to add.
And finally, save by clicking on "Save New Contact."
And here you are, you have created a contact in Plezi 🥳
And then?
Once your contact has been created, you can track his or her activity via the "Activity" tab of the contact file. You can add notes (for your sales reps, for example) and edit the details.