How do I create a New Contact? : Formitize Help Desk

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Modified on: Thu, 13 Apr, 2023 at 1:58 PM

To create a New Contact > Web Portal, CRM > Contacts > +New Contact

To create a new Contact, App, Contacts > + button at the bottom of the screen.

Contacts can also be created when creating new jobs, quotes, invoices and in a form with the CRM element.

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