Create a New Contact

Modified on Fri, Feb 20 at 2:11 PM

Location: CRM (Customer Relationship Module)

How to Create a New Contact in Concrete Vision

1. CRM menu > Contact Search (Figure 1).

Figure 1

2. Click Add New button at the top right of the Contact Search screen (Figure 2).

Figure 2

3. Enter a valid company or create a new one. The field will auto-fill once you start typing in the company name.

4. Select the correct company to enable the New Contact button.

5. Click on the New Contact button (Figure 3) to get to the Contact Information screen (Figure 4).

Figure 3

6. On the Contact Information screen, enter the new contact's information. NOTE: Required fields are denoted by an asterix.

7. Click the Save button to save all info, or the Save & Close button to save all info and exit the screen.

Any non-required information can be added to the Contact Information Screen at any time by navigating back to the Contact Search screen.

Figure 4