Add Records / Contacts

Deskera CRM allows the user to record, track and manage contact to efficiently convert business opportunities. This article focuses on the steps to be followed by the user to add a new contact and access the contact from the contact list.

Prerequisites:

1. Ensure you have your Deskera CRM application URL in place.

2. Ensure a good internet connectivity

Step 1: Go to Contacts under My Links on the CRM dashboardFig 5.4.1.1  CRM Dashboard

Step 2: Click on Add Records option to open new window.Fig 5.4.1.2 Add records - Contacts

Step 3: Enter the necessary contact Details and Click on Submit.Fig 5.4.1.3 Add new record

Step 4: New Contact appear in the Contact list.Fig 5.4.1.4  Contact list