✨ 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.
Webware has several ways to add customers to your crm quickly and efficiently
Manually by heading the customers section inside your webware workspace on desktop and mobile app
Scan a card with your mobile phone camera with the webware app
Your client / prospect fills in a form after visiting your website or scaning a QR code
Receiving or sending an email with webware conversations or email marketing platform.
🔔 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 Manually
1. Click "Customers" from the side Navigation Menu
Click "Customers" from the side Navigation Menu
2. Click "Create contact"
Initiate the contact creation process.
7. Click "First name"
Enter the contact's first name.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.