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Agency - Add a new company or contact to your contact database
Agency - Add a new company or contact to your contact database

Read how you can add persons or companies to your contact database.

Thomas van Beek avatar
Written by Thomas van Beek
Updated over a month ago

Adding a New Company or Contact to Your Address Book

To efficiently manage your address book, follow these steps to add a new company or contact to your contact database:

Step-by-Step Guide

  1. Open the Contact Database:

    • Navigate to your contact database from the main menu on the left.

  2. Initiate the Creation Process:

    • Click the three dots icon located on the right side of the search bar.

    • Select 'Create New Contact' from the dropdown menu.

  3. Select the Appropriate Tab:

    • A popup with two tabs will appear.

    • Choose the 'Create Company' tab to add a new company.

    • Choose the 'Create Contact' tab to add a new individual contact.

  4. Enter Relevant Information:

    • Fill in all the necessary details for the new company or contact. Ensure you include all relevant information to maintain a comprehensive database.

  5. Save the New Entry:

    • Click the ‘Create Contact’ button to add a new contact.

    • Click the ‘Create Company’ button to add a new company.

By following these steps, you can easily expand your contact database, keeping your address book up-to-date and well-organized.

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