How to add contacts to customers

Modified on Thu, 3 Aug, 2023 at 9:27 AM

Improve overall customer experience and sales performance by keeping your customer contacts organized and well-managed.

From the Main Menu,

1. Go to Data Entry.

2. From Data Entry, go to Customers.

3. From Customers, select a customer. You may enter the round number and/or search the customer’s name for easier navigation.

4. From the customer dashboard, go to more options, then select Contacts.

5. Click New contact, Fill out the necessary information, and at the bottom right of the window, click Save. After saving, contacts will show up inside the grey box on the left-hand side of the window.