How to add new Contact
This can be done by following ways:
- From main Menu
- Quick Note / Instrcutions
From main Menu
- Login to your relaso domain. (See how to?).
Add Contactfrom the main menu. If Add contact is not found you can look for contact from the left side menu
+icon on the top left and look for it. Add Contact is not found you can look for
Contactwhich will redirect you to the Contact Dashboard and from there you can find the
New Contactbutton on top of the page.
- You have an option here to create a new Client or Business.
Fill the Account / Business / Client field with a name of existing account.
- Save and New will save the existing one and open a new page to add another contact.
- You also have option to create a new Deal or Opportunity from here.
- Additionally, the Contact page provides you the ability to add your website, Instant message and social Media ID.
- The contact can be assigned to any user and shared with other user also.
You can also save the person as a Contact or lead by selecting the button.
- Click on
Save & New.
From Communicator or Quick Note / Instrcutions
To add a contact you have to write the following command:
"@add contact" then append the name of the contact whom you want to add.
(See documentation related to Communicator or Quick Note/ Instructions related to ?)
How to view a contact
From main Menu
Below are the steps for veiwing a contact.
- Go to
Contactsfrom the main menu. If not found click on the
+icon on the top left and look for it. This redirects you to the Contact Dashboard.
- Select the necessary filters and click on
- Relevant details will be visible in the page.
From Global Search
Type the name of the contact you want to view. The relevant result will be displayed. Click and view the contact.