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A Step-by-Step Guide to Adding Contacts

Strengthen your professional network by mastering the process of adding contacts in Aesthetix CRM. This comprehensive guide provides easy-to-follow instructions for importing, manually adding, and organizing contacts within the platform. Learn how to input crucial contact details, categorize your contacts, and maintain an up-to-date and efficient database. By streamlining your contact management, you'll enhance your sales and marketing efforts and nurture stronger relationships with your clients and prospects.

1. Let's begin by selecting the 'Contacts' option.

1 First off, click on "Contacts".

2. Next, choose the 'Add Contact' button.

2 Click on "Add Contact".

3. Personalize your contact by providing a 'Personal Logo'.

3 After, click here.

4. Now, let's move on and add your contact's 'First Name'.

4 Upload

5. Great, now provide the 'Last Name'.

5 Afterwards, click on the element.

6. Add an 'Email' address for your contact.

6 Click here.

7. Let's also add a 'Phone number' for improved communication.

7 Following that, click here.

8. Now, select a suitable 'Time Zone' for your contact.

8 Click on "Choose one...".

9. Please select a 'Contact Type' from the available options.

9 Afterwards, click on "Lead".

10. Which 'Channels' would your contact prefer? Please specify.

10 After that, click on "DND all channels".

11. Terrific! To finalize, hit the 'Save' button.

11 Click on "Save".

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