How to add a contact or company

Modified on Mon, 24 Jul 2023 at 11:02 AM

To add a contact or company follow these steps:

  1. Hover over the Quick Add menu at the bottom left corner of your screen.
  2. Click on contact or company depending on which one you want to create. We will use contact as an example.
  3. Add all your contact's details.
  4. Save.

TIP: you also add a new contact or company from their respective list pages and clicking the "New Contact" or "New Company" button

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