MRSweb - Lesson 4.3 - Create a New ContactLesson 4 Chapter 3 - Create a New Contact Here's how to add a new company or individual: i - As in the MRSware desktop client there is more than 1 way to add a new contact Desktop options Option 1: 1 - Click or tap on 'Contacts' on the Menu bar or Menu list 2 - Click or tap on the 'Plus' sign on the bottom right of the page to open a New Contact form 3 - The New Contact form opens 4 - Fill out the form 5 - When finished, click or tap 'Save' Option 2: 1 - Click or tap on the '3 dots' on the right of the Menu bar 2 - Click or tap on 'New Contacts' when the slidebar on the right opens to open the New Contact Form 3 - The New Contact form opens. 4 - Fill out the form 5 - When finished, click or tap 'Save' Option 1: 1 - Tap on 'Contacts' on the Menu bar or from the Tab bar (bottom of the page) 2 - Tap on the 'Plus' sign next to Companies to open a New Contact form. ' 3 - Fill out the form 4 - When finished, tap the 'checkmark' on the Menu bar (top of the page) to save the new contact Option 2: When adding a new company with multiple branches or adding a list of contacts: After completing the first New Contact form Instead of tapping the 'checkmark' to save the new contact 1 - Tap the 3 dots to the far top right of the Menu bar on the New Contact form. 2 - Tap 'Save and New' to save the just completed new contact and open a New Contact form. 3 - Fill out the form 4 - Tap the 3 dots to the far top right of the Menu bar on the New Contact form. Repeat steps 2 and 3 Continue to add new companies or contacts When finished 5 - Tap the 'checkmark' to save the new contact Or 5 - Tap 'Save' on the slidebar menu Option 3: When adding a new contact from a Review Company form: 1 - Tap on the 3 dots on the Menu bar on the Review Company form 2 - Tap on 'New Contacts' 3 - Fill out the New Contact form When finished 4 - Tap the 'checkmark' to save the new contact Or 4 - Tap 'Save' on the slidebar menu Leave a Reply. |
CRM Software -CRM-Express Professional can manage your marketing, customers, sales and orders. Features include SMS abilities, Email Client, Calendar, Address Book, My work day, News Feeds, Meeting Planner, Company Library, Form Designer, Journal. CRM-Express is now fully re-entrant. Find the right app for your business needs. Get solutions tailored to your industry: Agriculture, Education, Distribution, Financial services, Government, Healthcare, Manufacturing, Professional services, Retail and consumer goods. Contacts Journal is an intuitive and easy-to-use CRM system, packed with power features that enable it to function just as easily as a Business and Personal CRM. Don’t keep it all in your head or locked up in a spreadsheet – use Contacts Journal CRM to track every interaction with the people who matter.
Contacts Journal Crm 1 2 3.4
Contacts journal free download - Contacts Journal Lite for iPhone, Contacts Journal CRM: Build Business Relationships, Journal All Contacts for Outlook 2007/Outlook 2010 (32-bit), and many more. Clearview 2 0 3 – tabbed style ebook reader. WP Leads Builder For CRM enables to capture WordPress contact forms to your CRM as Leads or Contacts. You can push or convert data from default form or contact form 7 embedded into your WordPress site as leads.