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  5. Adding a New Contact

Adding a New Contact

Click on the “Add New Contact” button located above on the left in the Contacts page, as shown below:

This will open a popup form.

Fill in the basic information.

To add more information, click on Advanced Fields.

Select the email lists from the checklist you want to assign this contact to.

Life Stages

Using the Contacts Panel for Customer Interaction

To interact with a contact, click on it or press View. The following panel will appear with 4 tabs and a few other options to the left.

wperp crm

From the left panel, you will see some basic details of the contact.

If the contact is a representative of a company, simply select the company by clicking on +Assign a Company.

If you want to add this contact to a email list / contact group then select the group from the “Assign Contact Groups” panel at the bottom left.

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