Copy of 2. How to: Create a New Contact - maryna

Xander van Wyk

Created May 21, 2024

Copy of 2. How to: Create a New Contact - maryna

10
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2. How to: Create a New Contact

9 Steps
1

Click on the "Contacts" button to access the Contacts Module

Click on the "Contacts" button to access the Contacts Module
2

Click on New Contact to create access the New contact screen

Click on  New Contact to create access the New contact screen
3

Select the Title of the client

Select the Title of the client
4

Type Clients Name and Surname or Company Name

Type Clients Name and Surname or Company Name
5

Type here the Clients ID or Business registration

Type here the Clients ID or Business registration
6

Type in the Cell Phone number of the client

Type in the Cell Phone number of the client
7

Type in the email of the client

Type in the email of the client
8

Click on Save to save the details of the client

Click on Save to save the details of the client
9

After you have saved the client, you will see this screen and then you are done

After you have saved the client, you will see this screen and then you are done
Well done!
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