Add new Contact / Company

Estimated reading time: < 1 min

In the Contact menu you can add a new Contact / Company.

Click on the button to add a new contact.

A new window will open where you can add the details of the new company / contactperson.

The first page you fill in the company details (only a company name is required)

On the second tab you can add Contact details.

After that you have 2 choices:  Save and the company/contact will be saved but gets automatically a call back date so you can not forget this company/contact or you click save + followup where you can choose which followup task this contact gets.

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