Adding a Contact/Company:
- On the Navigation Menu, select “Contact” or “Companies”, > “New”, and fill in the respective Basic Information form*.
- Alternatively, click on the “Shortcut” button on top Navigation Bar, select “Contact” or “Companies”, > “New”, and fill in the respective Basic Information form.
* Click on SHOW MORE to add more information and SAVE.
Contact Type can be customized with the types of your contacts. To customize, go to Settings > select Customize > click on Contact Type to enter a new name for the type of your contact, and “Add”.
Tagging lets you quickly sort, filter, segment, and target contacts/customers with campaigns designed around their specific interests and actions.