In Livespace CRM, you can add individual contacts in two ways: from anywhere using the quick add button, or directly from the Contacts tab.
In this article, you will find out:
Quickly adding a contact to CRM
To quickly add a new contact from anywhere in Livespace:
Click the + icon for quick adding.
2. From the menu, choose the type of contact you want to add: a Person or a Company.
3. A form will open for adding a person or a company. Fill it out with data such as first name, last name, position, phone number, etc.
4. Once the form is filled in, click Add to save the contact or Add and create new to reopen the form immediately after saving.
Adding a contact in the Contacts tab
Go to the Contacts list.
2. Select the type of contacts: Companies or People.
3. Click the Add a company (or person) button on the right side of the contact list.
4. In the open form, complete the data (name, address, telephone number, etc.).
5. Finally, click Add or Add and create new to reopen the form after saving the company.
