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InfoFlo CRM Knowledge Base

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How do I Add New Contact?

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  1. Select 'Contacts' from the side menu.
  2. Click the 'New Contact' button.
  3. This is the 'New Contact' window.
  4. Here in the Contact Details tab, you can fill in the details of your new Contact:
    • Salutation
    • First Name
    • Middle Name
    • Last Name
    • Job Title (ability to select from a list of predefined values or manually enter a value.)
    • Company (ability to create a new Company or link to unlimited existing Companies)
    • Categories (link to unlimited categories)
    • Emails (unlimited)
    • Phone Numbers (unlimited)
    • Addresses (unlimited)
    • Business Cards (unlimited)
    • You can also add a picture of your contact by clicking the photo frame at the top right of the tab.
  5. To add a new Company or link to an existing company, click the 'Set Company' button.
  6. Here in the Companies window, you can do the following:
    • Check off any existing companies that the contact is related to…
    • or create a new Company by entering the name in the text field below.
    • Click 'OK' to set the company and close the Companies window.
  7. Click the 'Set Category' button to link the contact to any number of categories.
  8. Check off any categories that the contact is to be linked to.
  9. To add a profile photo to the contact, click the green profile icon to the right of the Contact Details window to select a photo.
  10. To add a new email click the 'New' button under the 'Emails' header.
  11. To add a new phone number click the 'New' button under the 'Phones header'.
  12. To add a new address click the 'New' button under the 'Addresses' header.
  13. To add a new business card click the 'New' button under the 'Emails' header.
  14. Click 'OK' to save your changes and close the Contact Details window.