Add a Contact
Create and save a new contact record in the CRM.
Adding a Contact
- Navigate to CRM → Contacts and click New Contact.
- Enter the contact's first name, last name, and email address.
- Optionally assign a company, phone number, and job title.
- Set the contact's lifecycle stage (e.g. Lead, Prospect, Customer).
- Click Save — the contact now appears in your contacts list.
Tip: Use the Import button to bulk-upload contacts from a CSV file.
Where to go next
- Understand the whole module → How CRM & Sales Works
- Next in this module → Create a Deal
- Manage the Sales Pipeline
- Send a Proposal
- See where this fits in the bigger picture → How a Lead Becomes Cash
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