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Add a Contact

 

Sometimes you may need to add a single contact to your CRM. To do this, you will need to add the contact manually through the CRM

 

To add a new contact, follow these steps:

 

  • From the Admin Panel, select Marketing > Customer Relationship Manager:

 

 

  • In the CRM, select Add Contact from the menu at the top of the screen:

 

 

  • Fill in the relevant fields with the new contacts information. When complete, don't forget to scroll to the bottom of the page and select the orange Save Changes button in the bottom right:

 

 

  • The contact has been added to your CRM
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