CRM Sales and Purchase Accounts Payroll

Contacts

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
create contacts

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.
See also

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