Add a contact

People who message you, fill a form or book online are added for you. Add someone yourself when they called, walked in or came by word of mouth.

1. 1

   Step 1. Open Customers › All customers (your workspace may say Patients, Buyers or Students). Select Add contact.

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2. 2

   Step 2. Enter at least a First name and a Phone number. Add an email, company, deal value and source if you have them.

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3. 3

   Step 3. Tick Has agreed to WhatsApp messages only if they clearly said yes. Then select Create contact.