How can I add contacts?
Step 1 From the left menu Go to the “Clients/vendors/Organizations” module. Select “Contacts”.
Step 2 It will redirect to the “Manage Contacts” page.
Step 3 Click on the “+Add contact” button from the top right corner.
Here are a few ways from where we can sync contacts from other modules:
- While adding the user to employee management.
- If we add a client or vendor.
- When we convert leads to opportunity.