Contacts are the People or Organizations you’re selling to.
You can access your contacts through the Persons or Organisations Tabs.
Contacts can be added:
- by clicking the button “New Person” or “New Organization”
- on the fly when adding a New Deal
- directly when linking contacts to a deal
- with a CSV file
- from an email message
- by receiving a web form on your site
- through API
Once you have added a new contact you will go to the contact page to complete any information.
Adding contacts through emails
If you receive an email you can add the contact by clicking on in the email message