Creating a new Contact within FreeAgent is fast and easy. Just add the information of your contact to the form and it will be created as soon as you hit save.
Check out this short video or continue reading below for the instructions to add your contacts.
Add Contacts to FreeAgent CRM
Creating new contacts within FreeAgent is fast and easy. To get started, head to the Contacts tab and click the 'Things You Can Do' button to show the available options. Then click 'Create New Contact'.
Please note that only 'First Name' is mandatory as indicated by the '*' symbol. There are some fields that have system validation to ensure that all data added belongs to the field type.
Fill in the form and once you are done, click 'Save' to create the contact.
Your new Contact will be visible under the Contacts section.
If you add the Account information of an account that doesn't exist yet, FreeAgent CRM will automatically create the Account for you.
Excellent! Now that you have added your Contacts you can take advantage of other features. and take it to the next level. Here are some tutorials that are great next steps that will take you to the next level: