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
- from an email message
Once you have added a new contact you will go to the contact page to complete any information.
You can also import contacts from a CSV file