Adding cards manually
- Check whether the Company/Person is already in the system or not by typing their name into the Search field in the top right-hand corner.
- If yes:
- If no:
- After searching, click the button and choose a module.
- Enter the data of the Company/Contact person and click the button.
If you are sure that a Company/Person is not in the system, choose the relevant module in which you would like to add a new card. In the module, click the button, enter the data of the Company/Contact person and click the button.