Add new contacts to your CRM with the details, selling system, and lists that help you organize relationships and manage your pipeline effectively.
Steps to create a New Contact:
From the Home Dashboard, tap the "+" button.
And select New Contact from the menu.
Choose a contact type by selecting B2B or B2C.
Add the contact to lists by selecting Dream 100, Vision Board, or both, if applicable. This step is optional.
Enter the contact's information, including their first name, last name, phone number, email address, and company.
Select a selling system to classify the contact, such as Referral Partner, Past Client, Lead, or Prospect.
Enter the contact's transaction potential to indicate their expected volume.
Tap Save Contact to create the contact successfully.
The new contact will be added to your CRM with the selected details and classifications, making it easier to manage relationships and track opportunities.
If you have any questions or experience any issues, please reach out to our support team at [email protected]
- Accountable Support