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  1. Document Guides

Contact

PreviousAddressNextCustomer

Last updated 6 years ago

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CONTACTS ARE LOCATED AT:

SELLING > CUSTOMERS > CONTACT
OR
BUYING > SUPPLIER > CONTACT
OR 
CRM > SALES PIPELINE > CONTACT

Creating a Contact

  1. and

  2. Enter the following information:

    1. First Name

    2. Last Name

    3. Email ID

    4. Status

    5. Phone

    6. Reference Information (as applicable):

      1. Customer

      2. Supplier

      3. Sales Partner

    7. Mobile Number

    8. Department

    9. Designation

Navigate to the Contact List
create a new Contact
Save the form