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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.

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