Geteilte Anleitung

How to add a new contact

This how-to guide provides a step-by-step process for adding a new contact, including entering the person's details and associating them with an organization.

victoriaworkflowsvictoriaworkflows
·14 Schritte·106 Aufrufe·Veröffentlicht

This how-to guide provides a step-by-step process for adding a new contact, including entering the person's details and associating them with an organization. Follow these easy instructions to efficiently save contact information and label them appropriately for future reference.

Step-by-step Guide14 Schritte
  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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