The Contacts module in WeekMate CRM allows you to store and manage customer contact information in one place. By creating contact records, your sales team can keep track of customer details, maintain communication history, and manage sales activities more effectively.
This guide explains how to create a new contact in WeekMate CRM.
Before You Begin
Before creating a contact, make sure:
You are logged in to your WeekMate CRM account.
You have permission to create contacts.
The required contact information, such as the name, email address, phone number, and company details, is available.
Steps
Log in to your WeekMate CRM account.
Navigate to the Contacts module.
Click Create Contact.
Enter the contact's Name.
Provide the Email Address, Phone Number, Company, and other required information.
Fill in any additional contact details, if applicable.
Review the entered information.
Click Save.
The new contact will be created successfully and will be available for managing customer interactions and sales activities.
Video Tutorial
Watch the video below for a complete walkthrough of creating a new contact in WeekMate CRM.
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