Add a contact in Sales

3 August 19, 2024

When you crete Lead, Deal, Estimate, Invoice, Project, etc then a contact will be created. But you can add contact person manually.

To add a Contact Person just go to:

  1. Click on Sales > Contact
  2. Choose Person Tab
  3. Click on Add Person or Let’s Start Adding button

After click appear a Contact Person form

  1. Fill up your person’s necessary information
  2. Click on the Save button
Add Contact Person Step 2