Adding a quick Contact in the Portal

Steps to adding a contact inside the portal.

Morgan

Last Update setahun yang lalu

Step 1: Click Contacts from the left side menu.

Step 2: Click Add Contact from the top right corner.

Step 3: Enter customer details and click Add Contact.

Note: You can click Add and Schedule and this will save your contact and take you into the calendar schedule to add an appointment on the schedule.

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