Shared guide

How to add a new contact

Step-by-step guide covering: Click on "Click here."; Click Person; Type "John Doe"; Click on "Click here.".

victoriaworkflowsvictoriaworkflows
·14 steps·13 views·Published
Guide Video
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Step-by-step Guide14 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Person

    Click Person
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  3. Type "John Doe"

  4. Click on "Click here."

    Click on "Click here."
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  5. Click Add 'JD Ltd' as new organization

    Click Add 'JD Ltd' as new organization
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  6. Type "JD Ltd" in Downshift 0 input

  7. Click on "Click here."

    Click on "Click here."
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  8. Type "+13459038819"

  9. Click on "Click here."

    Click on "Click here."
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  10. Type "johndoe@sample.com"

  11. Click Add labels

    Click Add labels
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  12. Click Cold lead

    Click Cold lead
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  13. Click on "Click here."

    Click on "Click here."
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  14. Click Save

    Click Save
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