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Resources for users and administrators

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Add New Contact

  • Users to enter all the required information correctly in order to Create new contact
  • If the user presses the orange “Add New” button, “Create new contact” popup will appear
  • To add new contact,  users will be required to enter First Name, Last Name, Email, Select (Yes/No)if the person is already an account?, Company Name, Company phone, City, State, Zip Code and Country
  • Once user click Save, the system will validate the entered information
  • After putting all the required information correctly and clicking the “Save” button, new contacts will be created and go in the ‘leads’ category.
  • If select (Yes) if the person is already an account, move the contact into the Accounts category

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