Your contact list is the foundation of your selling system. Every follow-up, automation, and opportunity inside Accountable starts with clean, well-categorized contacts. The Quick Add tool makes it easy to add a new contact in seconds.
Steps to create contact:
Click the Plus Icon
In the lower-left corner of your CRM dashboard, click the red “+” icon.
Select "Contact"
From the pop-up menu, choose Contact.
Fill Out Contact Details
Enter as much information as possible. Key fields include:
Name, Email, and Phone Number
Selling System (recommended for proper sorting and filtering)
Company, Industry, and Position
Address, including Street, City, State, and Zip
Birthday, Anniversary, Tags, and Account Name
Save Your Contact
When finished, click Save in the lower-right corner to add the contact to your system.
Accountable works best when your contact list is clean, intentional, and organized. If you ever need help with contact setup, tagging strategy, or importing contacts, Coach-on-Call is always available.
Imagine waking up every day knowing exactly who to contact and how. It starts here.