Creating a Contact
The contacts section can be used to help you log contacts, vendors or contractors in to the system. You can add tags to contacts to make it easy to filter contacts by tags from the View Contacts page.
To watch the video tutorial on creating contacts. Click here.
In the main navigation bar, click on _Contacts > New Contact._
Fill in the _Company Info_ and _Primary Contact_ section with information specific to the company you are creating.
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(Optional) In the _Tags_ section you can add keyword descriptions to help you identify this contact throughout the system.
a. Start by clicking the _x_ to remove the default "Select or type and hit enter".
b. Now you can start typing to find keywords you have used previously.
c. If you would like to create new tags simply type the tag and when done press the Enter key on your keyboard.
(Optional) You can choose to add a note to this contact by clicking on _Add Note_. Information can be anything you like such as important information about the contact, how you met or any other internal notes. Notes will be be tied to this client file and shared with your team.
Once you are finished, click the _Create New Contact_ button and your new contact will be added.
To watch the video tutorial on creating contacts. Click here.
In the main navigation bar, click on _Contacts > New Contact._
Fill in the _Company Info_ and _Primary Contact_ section with information specific to the company you are creating.
=
(Optional) In the _Tags_ section you can add keyword descriptions to help you identify this contact throughout the system.
a. Start by clicking the _x_ to remove the default "Select or type and hit enter".
b. Now you can start typing to find keywords you have used previously.
c. If you would like to create new tags simply type the tag and when done press the Enter key on your keyboard.
(Optional) You can choose to add a note to this contact by clicking on _Add Note_. Information can be anything you like such as important information about the contact, how you met or any other internal notes. Notes will be be tied to this client file and shared with your team.
Once you are finished, click the _Create New Contact_ button and your new contact will be added.
Updated on: 09/14/2021
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