How do I create a New Contact? : Formitize Help Desk

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How do I create a New Contact? Print

Modified on: Fri, 10 May, 2024 at 12:02 PM

To create a New Contact via Web Portal, go to CRM > Contacts > + New Contact

It will open up a drawer on the right hand side of the screen, where you can add the new Contact and their details.

To create a new Contact via App, Contacts > + button at the bottom of the screen.

Contacts can also be created when creating new jobs, quotes, invoices and in a form with the CRM element.

Can new Contacts be created via a form / webform?

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