Outlook CRM Background

When you are creating new contact, it is better to have already created a company to what the contact will be related.

You have two way how to create a new company:

  1. In the main menu, tap on the + sign.
  2. Add New Item


  3. Then, select New Contact.
  4. Add New Contact


  5. If you are in the contacts list, you can tap on the + sign right away.
  6. Add New Contact

In both cases, the window for creating new contact will be opened. You can see default fields, but you can add other fields by tapping Add Field option.

Add Field

Fill in name and surname and add photo of the person. Then, you can select company that contact is working for (company can be add from the list or as text):

Select Company

Contact address will be automatically filled from the selected company. Then, you can select all other values you need and tap Save in the right top corner.

Save Contact

The contact will be saved and you will see its detail, so you can check values or work with data like phone numbers, addresses, etc.

Contact Detail

Do you have questions? Our consultants have answers.

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