1. Home
  2. CRM
  3. How To Add Or Edit A Contact

How To Add Or Edit A Contact

  1. Click the green “+” sign button in the top of the screen, and go to “Add Contact”
  2. On the “New Contact” screen, fill out the customers information as applies. Phone number and e-mail are pertinent information, as they will be used for features like notifications and text messaging.
  3. When finished filling in the information click “Save Contact”

Updated on December 10, 2018

Was this article helpful?

Related Articles

Leave a Comment