This guide provides a straightforward walkthrough for creating a new contact in the SalesAI. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Navigate to SalesAi: The guide begins with accessing the SalesAi platform, focusing on the Contacts section in the left-hand menu.
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Add Contact: Click on the "Add Contact" button in the upper-right corner of the screen.
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Input Basic Contact Information:
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First Name and Last Name are required fields .
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Email address is optional .
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Phone number is required .
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Optional Fields:
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Job Title and Location can be selected from drop-down menus .
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Assignee and Lead Type (e.g., Inbound, Outbound) can also be chosen from the drop-down menu .
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Save: After entering the required and optional fields, click Save to add the contact .
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Contact Appears in the Contacts Menu: Once saved, the new contact will be displayed in the list of contacts with associated information such as the created date .