How do I add a contact?

How do I add a contact?

All the contacts that you have added through the web app will be auto-synced in your Mobile app.

You can add a new contact from mobile app as well. The contacts that you add via app will be synced in your web app.

Below are the steps explaining contact addition via mobile app:

1. Click on the Add contact orange icon that is present on the top of the Contacts screen
2. You will be redirected to the Add Contact Page
3. On the page its mandatory to add the name and contact number. You can also add the company name and lead status.
4. On clicking the Add button your contact will be saved.

If the contact number already exists it will throw a message saying duplicate record. In this case you can go and search for the number in the contacts list.

Your contact may take some time to get updated in the list. You can pull to refresh the screen. 


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