A Step-by-Step Guide to Adding Contacts in Aesthetix CRM
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.
2. Next, choose the 'Add Contact' button.
3. Personalize your contact by providing a 'Personal Logo'.
4. Now, let's move on and add your contact's 'First Name'.
5. Great, now provide the 'Last Name'.
6. Add an 'Email' address for your contact.
7. Let's also add a 'Phone number' for improved communication.
8. Now, select a suitable 'Time Zone' for your contact.
9. Please select a 'Contact Type' from the available options.
10. Which 'Channels' would your contact prefer? Please specify.