Creating a Contact in your CRM is really easy, and can be done by selecting CRM in the menu running across the top of your Formitize Web Portal, and then clicking on Contacts.

From this page you can see a list view of all of the Contacts stored in your Formitize Account.

In the top right-hand corner of this page, you will see a green New Contact button. Fill out the Contact’s Details, Save when you are finished, and that contact will save in the list for you to view at any time, or select from when filling out a Form / Creating a Job. Add as much detail as possible, because this will save you time later down the track.

Related information regarding the CRM

The next step to set up your account is customizing your invoice settings, learn more here.