Contacts

Contacts can be added in three ways at kpi.com: manually, by importing or by synchronizing. To add your contacts manually go to Sales>>Contacts section and click the plus button:

• Contact – full add form with all contact information.
• Quick Add – short form with only important fields.
• Multiple Contact – a form that allows adding multiple contacts at a time.

Fill in the form and save.

 

 

 

 

 

 

 

 

 

 

 

Created by Aziza Israilova, 
May 2019