Add a contact

You add a contact from the Kontakter page in the sidebar.

1. 1Open Kontakter from the sidebar.
2. 2Click Lägg till kontakt in the top right of the page. This opens a blank contact page.
3. 3Fill in the person's details. At minimum give them a name; add the email address, phone number and job title too if you have them, so the record is useful later.
4. 4Link them to the company they work at using Koppla denna kontakt till en befintlig kund. Doing it here saves a step — a contact with no company is hard to find again.
5. 5Press Skapa kontakt.

If you are adding somebody who works at a company already in your CRM, it is quicker to start from that company instead: the link is then made for you automatically. See "Add a contact to a company".

DealJourney warns you if the name and email you are entering look like a person already in the CRM, so you can open the existing record instead of creating a duplicate.