Contact

CONTACTS ARE LOCATED AT:

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

Creating a Contact

1. Navigate to the Contact List and create a new Contact

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

3. Save the form