In this manual you learn how to create a contact in the CRM module of Akti. Follow the steps as described below.
A contact person has to be linked to an account. Therefore make sure that the account you want to link the person to, is already created. How to link a contact person to an account, can be found here.
1. Go to the submenu Accounts & contacts of the CRM module and choose Contacts.
2. Click on Add to create a contact.
Via Add "Quick add" and then Contact you can also add a contact in a fast manner.
3. In the screen that opens, fill in the following fields:
Complete at least the mandatory fields First name and Last name.
Later you can return to the contact to complete or modify the data.
4. Link the contact to an account by selecting an account and then filling in his/her e-mail and phone number.
5. Finally, do not forget to save the data!