Contacts

In Contact management, you can create new contacts, modify or consult the information therein.

Create a contact

1. From theHome | Sales | Contacts

2. Click the ➕ button in the right corner of the window

3. Fill in the fields

4. Click on Apply to save the information

5. To return to the menuWelcome, click on the drawer menu. Then click the arrow to display another side menu and you can click Welcome

View contact information

1. From theHome | Sales | Contacts

2. You have two methods to view the information:

   1. Click directly

      1. Click on your contact's name

      2. You can consult the contact sheet

      3. To return to the main page, click on the left arrow which is located next to the name

   2. Go through the search

      1. Click on the magnifying glass next to the ➕ button

      2. Click in the field Research

      3. Type your search and your results will be displayed

      4. Click on your contact

      5. You can consult the contact sheet

      6. To return to the main page, click on the left arrow which is located next to the name

3. To return to the menuWelcome, click on the drawer menu. Then click the arrow to display another side menu and you can click Welcome

Edit contact information

1. From theHome | Sales | Contacts

2. Click on the three points from the contact you would like to make the changes

3. Choose To modify

4. Fill in the fields

5. Click on Apply to save the information

6. To return to the menuWelcome, click on the drawer menu. Then click the arrow to display another side menu and you can click Welcome

Delete contact

1. From theHome | Sales | Contacts

2. Click on the three points of the contact you would like to delete

3. Choose DELETE

4. Confirm the deletion by clicking on DELETE

5. To return to the menuWelcome, click on the drawer menu. Then click the arrow to display another side menu and you can click Welcome