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How do I add a new contact?

Updated over a year ago
  1. Click on orange + button next to the Smart Search bar and select + Contact

  2. Enter the contact's name, mobile or email to search for an existing contact or create a new one.

  3. Enter the required fields (as per your office settings) to create a new contact and click Save.

  4. A pop up will display stating 'Contact successfully added.'
    You can navigate directly to the contact page by click on the Details tab to view and edit further details:


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