Creating contacts and companies

Modified on Wed, 2 Aug, 2023 at 4:10 PM

Creating a contact

  • Login to your account

  • Click on the contact tab on the left pane

  • Click create contact and fill in all the details of the contact in the contact form.



Creating a company

  • Login to your account

  • Click on the companies tab on the left pane

  • Click create company and fill in all the details of the contact in the contact form.


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