Add Contacts
Contacts > Add New Contact
Documenting each customer interaction allows you to manage and track your customer relationships through every step of the sale cycle process.
There are a few different ways to add a contact. Quickly add a contact by using the search bar at the top of the platform. Another way to navigate to this page is by selecting Add New Contact under the Contacts Module.
Maintaining a full view of your customer interactions is important in building customer relationship. Let the Activity Calendar help you stay organized and track your customer contacts.