Manually adding a new contact profile
Adding a new Contact
The following set of instructions will show you the process of manually adding a new contact and creating a new contact profile for your client. Once the contact profile has been created, additional features will be available such as the ability to create transactions for this contact, schedule meeting reminders and much more.
To add a new contact to AGENTVIEW
1. On the side menu, click on “Contacts” to navigate to your CRM Contacts page.
2. To add a new contact, click on the “Create Contact” button located on the top right hand side of your screen.
3. You can fill out the add contact form with your clients details. Once the information has been entered in, you can save your contact by clicking on the “Create Contact Profile” button at the bottom of the form.
Once the contact has been created, you will be redirected to your CRM Contacts page where the new contact will be listed.
For more informative articles and helpful resources, we encourage you to visit our support page. Our support page is a comprehensive hub of knowledge where you can find detailed guides, FAQs, troubleshooting tips, and other valuable information to assist you in getting the most out of our software.