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Entering a New Contact, Prospect or Client

CRM is built on a database that contains a record for each contact, prospect and client.

To enter a new contact, prospect or client

1. From the dashboard, click the Clients tab.

2. Click the Add/Import + icon.

The Add Contact page opens.

4. Fill out the form completely.

5. Click Continue.
6. Review the information you provided, then click Ok.

• Optionally, click Back to return to a previous step or click Home from the breadcrumbs menu to return to the home dashboard.