Adding a New Contact

Managing your customer contacts is a breeze with your CRM. Whether a potential client reaches out via text, call, Facebook message, or email, the system can automatically save their details for you. But if you need to enter information manually, it’s as simple as clicking the '+' icon located at the top left of the contacts page. This action will bring up a new screen where you can enter all necessary contact details.

Steps to Enter New Contact Information

• Business Logo: Upload the logo associated with the contact’s business. This can be particularly useful if you manage multiple clients with similar names. The recommended size is 512x512 pixels, and the file size should not exceed 2.5 MB.

• First and Last Name: Enter the contact’s first and last names in the designated fields.

• Email: Input the contact’s email address.

• Phone Number: Provide the contact’s phone number.

• Contact Classification: Assign the contact as either a Lead or a Customer, depending on their status.

• Time Zone: Select the appropriate time zone for the contact, which will help you determine the best times for communication.

• Do Not Disturb (DND): You can activate the Do Not Disturb feature for all communication channels or select specific channels to mute notifications.