✨ Introduction:
Adding individual contacts to your CRM helps you keep track of leads, customers, and business relationships. Whether you’re building your contact list from scratch or adding new connections, Webware CRM makes it easy to store, manage, and update contact information.
🔔 What to Know Before You Start:
You’ll need CRM permissions to add contacts (ie Admin or TeamAdmin).
Make sure you have the correct contact details (name, email, phone number, etc.) handy.
Contacts can be categorized into lists for better organization (this can be done after creation).
You can always edit or delete contacts after they are added.
🛠️ Step-by-Step: How to Add an Individual Contact to CRM
1. Log into the Webware Workspace
By following these simple instructions, you can efficiently input and manage contact details for enhanced customer relationship management. To access your Webware Workspace from your browser, go to your website URL with /admin added at the end. (ie mybusiness.com/admin)
2. Enter Your Username
Click here to enter your email associated with your account.
3. Enter Your Password
Fill in your password in the password field
4. Click "Login"
Click on "Login" to enter the Webware Workspace
5. Click "Customers" from the side Navigation Menu
Click "Customers" from the side Navigation Menu
6. Click "Create contact"
Initiate the contact creation process.
7. Click "First name"
Enter the contact's first name.
8. Enter Contact's First Name
Enter the contact's name in the provided field
9. Enter Contact's Last Name
Enter the contact's last name.
10. Enter additional contact details
In the respective fields, provide the contact's email address, phone number, and mailing address.
11. Enter any relevant "Comments" for this contact (optional)
You can also add any additional comments about the contact in the "Comments" field
12. Click "Save"
Save the newly added contact.
This guide covered the process of adding individual contacts in Webware's CRM system, from logging in to saving the contact details. By following these steps, users can seamlessly create and store contact information within the application.
🎯 Next Steps:
After adding your contact, you can immediately:
Assign the contact to a list.
Schedule a follow-up task.
Start an email conversation directly from the contact profile.