To create a Contact, follow the steps stated below:

1. Go to Contacts at the sidebar menu and click the 'Add Contact' button.

.      2. In the dialog box, you will need to fill in the fields as stated:

  • Contact Name
  • Classify the Contact as either Person or Organization
  • Add the Contact's image by clicking 'Browse file.'
  • Organization/ Person
  • Contact Number
  • Email
  • Address
  • Label
  • Owner
  • Sub-owner
  • Label
  • Visibility

3. Click on the 'Save' button once you fill in all the fields.

Finally, you are now able to review all the contacts you have created on the contact page. The functionality of the contacts in our system is almost similar to the phone directory. It's a record of information about your prospects, deals, customers, and also vendor.