The functionality of the contacts on Deskera CRM system is almost similar to the phone directory. It's a record of information about your prospects, deals, customers, and also vendor.
You can add your customers, vendors, or even prospects using Deskera CRM system to oversee them at one glance.
Recording your Contacts using the system helps you to track your list of contacts more effectively and make sure that all your contact's databases are kept safely on the cloud.
If you have yet to add any contacts on Deskera CRM, your page should look like the image as shown above. Follow the steps below on how to create a new Contact using Deskera CRM system.
- Go to Contacts at the sidebar menu and click the '+ Create Contact' button.
- In the dialog box, you will need to fill in the fields as stated:
- Contact Name
- Classify the Contact as either Person or Organization
- Add the contact's image by clicking 'Browse file'.
- Organization/ Person
- Phone Number
3. Click on the 'Save' button.
Finally, you are now able to review all the contacts you have created on the contact page. An additional organization record tagged to this contact will be created automatically as well.
Congratulations! You have successfully created a Contact.