Adding Contacts

You can manually input contacts or import them. First, let’s look at doing it manually. Start by clicking on the “Contacts” button.

Next, click “Add Contact”

Now fill out your customer’s information from their profile card. You have two pages of information you can fill in. One is called “Personal Information” and the other is “Additional Information.” You also have a “Notepad” where you can add customized information about this user. Then when you have everything entered you’d like, be sure to click “Save”.

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