How To Add The Client’s Details In Contacts?

Contacts consist of the personal details of the client. Personal information includes name, address, phone, email, designation, and social media ID.

To access the contacts, go to operations and click on Contacts.

The contacts page has the list of personal details.

Create Contact

To create a new contact, click on the create New Contact option on the right side.

Once you click on the create new contact option, the New Contact window pops up on the page. Enter the client’s details and click on the save button to add the data to the list.

Name

Name shows the full name of the person

Designation

Designation shows the position of the person in the company.

Phone

Phone number column has the mobile number of the person

Email

Email ID column has the professional email address of the person

LinkedIn

The LinkedIn column shows the LinkedIn of the client.

Address

Address column consists of the full residential address of the client, including city, state, and zip code

Active

Active column shows whether the client data is active or inactive

Action

Action consists of settings that include edit and delete options.

Edit

Edit option leads you to the Edit Contact page, where you edit or update the contact details.

Delete

Click on the delete option to remove the contact details from the list permanently.

Once you click on the delete option, a warning message pops up in the middle of the page asking for confirmation to delete the data. Hit the “Yes'' button to delete the data, or “No” to cancel it.

• Related Articles

• How To Add Company Details In Accounts?

  Accounts consist of the company details of the client. Company details include organization name, address, phone, email, and website. To access the accounts, go to operations and click on Accounts. The Accounts page has the list of the details of the ...

• How to Add Your Credit Card Details In Your Account?

  To add your credit card details in your account, go to your profile and click on settings. Click the Plan and Billing Details option, and go to the Plan’s page. Click the Manage Plan button to add credit card details. The Manage Plan option leads to ...

• How to Manage Plan and Billing Details?

  Plan and Billing contains the details of the plan you have selected, its features and the billing information. To access the Plan and Billing, go to your profile and click on settings. Plan You can find the details of your plan and its features under ...

• How To Update The User’s Profile?

  Profile page consists of the personal information and account details of the user. To update or change the profile, click on the profile icon and go settings. Click on the profile option, update your details and save the changes.

• How to Add Pages in the forms?

  Divide your complex forms into multiple sections or pages, and keep your forms clean and organized. To add a new page in the form, go to the forms and click on the Pages option on the right side of the page under settings. Once you click on the ...