Alexa Best Small and Medium Business CRM Software - ConvergeHub

New Contact

New contact can be added by clicking on ConvergeHub link in the left panel or clicking on ConvergeHub button in the upper right corner of the contact listing page. Detailed information of the contact can be added through five different sub tabs (general, address, other, social links and tags) which have their own corresponding fields.

General
ConvergeHub

  • Select the salutation from the drop down option.
  • Add First name of the contact.
  • The Contact automatically gets assigned to the person who has created it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Contact can be assigned to multiple users.
  • You can enter multiple Phone Types and numbers by clicking on the + Add another link. You can also choose any one of the phone numbers as primary.
  • You can update multiple Email addresses by clicking on the + Add another link. You can also choose any one of the Email addresses as primary.
  • Add the last Name of the contact.
  • Add a title to the contact.

Address
Primary and Secondary address of the contact can be added under this section.
ConvergeHub
Other
Other details of a Contact like the Lead Source, Department, Contact image and Description can be added under this section.
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