How do I create a contact?
You can add or create a contact either by,
- Adding a new contact manually, or
- Exporting and importing contacts to and from external files
You can add or create a contact manually by using the Add Contact button on the top right of the Contact screen. Follow these steps to add (create) a contact record:
- Go to Sales.
- Click Contacts.
- Click +Add Contact.
- Fill in the details in the Quick Create > Contact window.
- Click Save (when you are entering basic information).
- Click Save and Continue to continue entering all other details under Deep Dive.
© Copyright 2021 Vtiger. All rights reserved.