Contacts are the people you deal with in business. Contacts are associated with companies or businesses and in PeopleTray every contact is associated with a company.
Once you have added a contact, you can add notes to the contact to keep track of communications.
How to add a contact via Menu Panel
- Login as Editor, Administrator, or System Administrator
- Navigate to Menu Panel > Add New > Contact
- Complete mandatory fields
- Click 'Save-Open' or 'Save-Next'
How to add a contact via Company > Contacts Tab
- Login as Editor, Administrator, or System Administrator
- Navigate to Companies > Contacts
- Click 'Add Contact' button
- Complete mandatory fields
- Click 'Save' or 'Save-Next' button
