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How to add a contact manually?
How to add a contact manually?

Or is it possible for me to add a contact manually?

Updated over a month ago

Adding contact manually is available from the Global Data β†’ Contacts section, but bear in mind this option is used for adding new contacts only. In case you would like to schedule a call with an existing contact manually, open leads contact card and click on the call button.

Here's how to add a contact:

  1. Navigate to Global Data β†’ Any of the sections

  2. Click on the "Add Contact" button in the top right of your screen

  3. New window will appear for you to enter Contact information and select Contact Status

  4. After clicking on "Add Contact" button, your new lead will immediately appear in
    ​ Global Data β†’ Contacts section

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