Create a contact

Register a contact in your CRM with their basic and tax details to quote and follow up with every client.

Before you start

You’ll need

• Access to the Contacts section.

Steps

1. Open Contacts and press “New contact”. The record opens so you can register the details.

2. Fill in the basic details. The client’s name, phone, and/or email.

3. Add the tax details (if you’ll be quoting). If you’re going to issue quotes, fill in the legal name or tax ID.

4. Save. The contact is registered in your CRM.

Legal name

The legal name or tax name is used when you issue a Quote or invoice to the client.

Result

Note

The contact lives in your CRM with their record and conversation history, ready for follow-up.

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