Related FAQ's

How to Add Contacts in CRM?

  • On the Context Menu go to CustomerAdd Contacts.
  • Click on Add contacts , will be redirected to Contact add Page, where you can see Details, Address &Contact Details tab.
  • Fill all the Mandatory fields in the Details tab and save it 
  • In "Address " Tab fill all Mandatory fields and save it.
  • In "Contact Details" tab fill all the mandatory fields and save it.
  • In this way Contacts can be added in CRM and you can check on Contacts list page(CustomerContacts )