Add a Contact

Contacts are divided into 3 categories, Clients, Agents and Network Partners ("Network"). All of these are created from the Contacts page. Although there is a separate page for Active Clients where new Active Clients can be created, Active Clients can be created from the Contacts page as well.

Create a Contact

1. In the sidebar, click on Contacts
2. By default, your list of Clients can be seen. If you want to create an Agent or a Network Partner, make sure to toggle to (or be on) the desired contact window you wish to add.
3. Click the + Add button
4. Fill in the appropriate details for the Contact.
5. If you want to make an Active Client, simply mark the Client as a Buyer or Seller and select the appropriate temperature rating (Temp ratings will put the Active Client in a Hot, Warm or Cold table on the Active Client page, allowing you to better classify and manage them)
6. Click Save