To add a single new contact to your CRM:
- From your dashboard, click "CRM", then select "Add a Contact".
- Enter the contact’s details, including:
- Multiple addresses and emails (as needed)
- Lead types, lead sources, tags, and notes
- Option to add the contact to a team
Adding Additional Contact Information
- To add a new email or phone number, click the blue down-arrow next to "Email" or "Phone".
- Select "+ Add new [phone or email]" to input additional details.
Once all information is entered, click "Save" to store the contact in your CRM.
