Add a new Contact

 The Contact Module will allow internal users to maintain every personal detail of an individual contact under a given space. It can also help users create or track the task assigned against any contact.

1. Navigate to the Contacts Module.
   
2. Click on Add Contact button.
   

3. A new window of Add Contact will appear on the screen; fill in the required details.
   
4. Click on the Save icon to save the details in the system.
   

5. The saved contact will be visible in the Contacts module.

• Related Articles

• Add Interests for a Contact

  Click on the Contact tab. Under the Interests column, click on the Add Interests or Plus icon. A new window will popup, search name of the interest Select the interest from the search result.

• Add a new Account

  To add a new account in InsightsCRM: Navigate to the Accounts Module. Click on Add Accounts button. A new window, ‘Add Account’, will appear on the screen, fill in the required details. Click on the Save button to add the account. The newly added ...

• Add a New Deal

  Navigate to the Deals module. To add a new Deal, click on the Add Deal button located in the right top corner. Select the Deal Type, category, sub-category, and Deal status from the Deal Stage dropdown. Fill in all the details which are required. ...

• Add Task for a Contact

  Navigate to the Contacts module. Click on the Contact’s name. Click on the Add Task button under Upcoming Tasks tab. The Add Task window will be opened on the right-side of the screen, fill in the required details. Note: * these fields are mandatory ...

• Add Alternate Email Address for a Contact

  Navigate to the Contacts module. Click on the Contact Name for which you want to add an Alternative Email Address. The contact window will open on the Screen, click on the Add Email Address button under Email Addresses. Add the Email address as ...