Step 1 — Go to “Add Contact” From the dashboard or top menu, click Add Contact.
Step 2 — Enter the basics You can add:
- Name
- Phone
- Company
- Notes
- Tags
Only the name is required — everything else is optional.
Step 3 — Save the contact Click Save and the contact is added to your list.
Step 4 — Add notes or follow‑ups Once saved, you can immediately:
- Add a note
- Add a follow‑up reminder
- Add or edit tags
Your CRM is now officially alive.