Now we will take a look on how to add a New Contact to Address Book

Navigation -> Customer Profile -> Contacts -> Add Customer

                                      


Following details has to be filled to create a new Contact
Press NEXT or Previous Button to guide through tabs

                                                                             


Step 1: Personal Info of your customer


 Group* 
Group should be created before creating this contact.Refer How to create group
 Industry*
Mentioning the Industry helps you to identify him/her better 
 First Name*Mention your customer first name
 Last Name*Mention your customer last name
 Birthday
Mentioning  Birthday  helps you to convey wishes to that customer and creating more bond with him
 Address 1Mention your Customer Address
 Address 2
Mention your Customer alternate Address
 Phone Mobile*   Mention your  customer personal mobile number
 Phone HomeMention your customer phone number
 Email  
Mention customer personal mail ID

           

 


Step 2 : Describe customer Company Info

Company Name
Mention the company name of your customer
Phone Work 
Specify customer  phone number of your customer
Email 2
Specify the customer company email Id
URL  
Mention the company URL of your lead.

            

         

Step 3: Specify Social Media info of your customer if you need.

Whats-app Id
Whats-app Id of your customer
Facebook Id
Facebook Id of your customer
Twitter Id
Twitter Id of your customer
     

  
     

Step 4: Description of your contact

NotesGive the Description about your customer
Privacy
If you switch on the privacy button, then the contact should be enable in your account only. Others cant see this contact.

                



   

Step 5: Bank Details of your contact for fund transfer 

Account Name
Mention your account name of your customer
Account Number
Specify your customer account number, 
Bank Name
Bank name of your customer
IFSC code/Wire code
 IFSC code/Wire code of the bank
Branch name 
Branch name of the bank