How can I add a "Contact" on L365 CRM?

1. On the Homepage, go to "Contacts" (click Contacts tab).


2. On the Contact page, click "+Contact" button.


3. On the Add New Contact page, fill up form with your data and click "Save"


One of the required fields when adding a contact is which company they work for, to learn more about adding a company please see "How do I add a Company?"

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk