CRM For Small Organisations – Add A Contact

You can easily enter your contacts details into Spinlessplates.

Then attach your contact to an already entered company in seconds by linking via a drop down list.

Just complete these steps (or watch the video below).

  • Press the Contact button on the menu bar at the top of the screen.
  • Enter your contacts details in the left hand side of the screen (use the tab key to move quickly between fields).
  • If the contact does not have a related company just select None from the company list.
  • Click the Add Contact button.

Voilà your contact has been added.

CRM For Small Organisations - How To Add A Contact - Video

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