ProSales Creating contacts

Modified on Tue, 16 Aug 2022 at 04:34 PM

To create a new contact, go to contact management and then view contact manager.



Or you can access the contacts manager via the shortcuts highlighted below.



Click 'Create NEW Customer'.



Click 'Yes'.



Input the customer's information, 


Then either enter an account number manually or click 'Generate Account Number' (An account number must be entered in order to save the contacts information).



Then Click 'Save'.


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