Add a Contact Manually in ATZ CRM

TABLE OF CONTENTS

• Step 1: Navigate to Contacts
• Step 2: Create a New Contact
• Step 3: Fill in the Details
• Step 4: Save the Contact

Step 1: Navigate to Contacts

Once logged in, locate and click on the “Contacts” section.

Step 2: Create a New Contact

Click on the “Add Contact” button to initiate the process.

Step 3: Fill in the Details

Enter the details and make sure to fill the required fields.

If you want the contact to be connected with any organization, just search and select in the organization section.

Step 4: Save the Contact

Click the ” Create ” button to add the new contact to your contact list.

By following these steps, you can easily add new contacts to your ATZ CRM database.