In this manual you learn how to create a contact in the CRM module of Akti. Follow the steps as described below.
A contact person has to be linked to an account. Therefore make sure that the account you want to link the person to, is already created. How to link a contact person to an account, can be found here.
1. Go to the submenu Accounts & contacts of the CRM module and choose Contacts.
2. Click on to create a contact.
Via "Quick add" and then Contact you can also add a contact in a fast manner.
3. In the screen that opens, fill in the following fields:
- Complete at least the mandatory fields First name and Last name.
- Later you can return to the contact to complete or modify the data.
4. Link the contact to an account by selecting an account and then filling in his/her e-mail and phone number.
5. Finally, do not forget to save the data!