Add a Contact in CRMTray

In CRMTray, contacts are the individuals you interact with on behalf of your business. Each contact is linked to a specific company, and their details are visible in both the Company Profile and the Contacts page. Additionally, you can track communication by adding notes to each contact.

You can add a new contact through two main methods:

Method 1: Add a Contact via the Contacts Menu

1. Log in to CRMTray as an Administrator or System Administrator.
2. In the left menu, go to Add New > Contact.
3. Complete the required fields for the contact.
4. Click Save-Open to open the new contact profile or Save-Next if you wish to add another contact.

Method 2: Add a Contact via the Company Profile > Contacts Tab

1. Log in to CRMTray as an Administrator or System Administrator.
2. Navigate to Companies.
3. Locate the desired company and click on the Company Name.
4. Go to the Contacts tab.
5. Click the Add Contact button.
6. Complete the required fields for the new contact.
7. Click Save to save the contact or Save-Next if adding another contact.

How to Add Notes Against a Contact

1. Log in to CRMTray as an Administrator or System Administrator.
2. In the left menu, navigate to Contacts.
3. Click on the name of the contact you want to add notes for.
4. Go to the Notes tab.
5. Click Add Note.
6. Fill in the required details for the note.
7. Click Save to store the note.