Sales and Purchase
How to update the CRM Contacts?
- Go to CRM > Contacts ( Contacts will be available in the left panel)
- Click Contacts and Press F1 to Create New contact
- The dialogue box has to be filled with the contact details.
- Use F5 or click Create to add the contact
How to search for Contacts?
- Click Contacts ( Contacts will be available in the left panel) to search the saved contacts.
- Use the Lead Name and the Status of the contacts as filter to get the results.
- Click Search to view all those contacts available.