Communication (CDR, Email, Webphone)
Contact Centre
Ticket System
Deal Management
Task Management

Adding a contact

You can organize information about people by saving new contacts in your contacts list. To create a contact, please follow the steps.

  1. On the top navigation menu, go to Contacts and click Contacts.
  2. Click Add contact button on the right corner.
  3. Type in a name and last name under general information section.
  4. Click the save button under confirmation section.

You can add more details as optional.

  1. You can add a phone number and email address under communications section.
  2. You can add a tag to your contact and filter the contacts by their tags.