Follow

Create and Edit a Contact

1. Navigate to your contacts list by selecting the "Contacts" option from the Dashboard menu

2. Once on the contacts screen, you should see a button in the bottom right of your screen with a person and a plus icon. You can click this to begin creating a new contact.

3. Most of the information will be immediately available to enter in the window that pops up, but if you want to add this customer to a Marketing Group or Contact type you can hit the "More" option in the bottom left of the contact information.

 

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