Plus Button > Contact

On Saleboat you can add infinite Contacts. A contact needs a name, and can have an email address and a title.
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Please click on the button below to be redirected to our training video on Creating a Contact:
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Click on the Plus Button in the bottom right of your screen:

Select Contact:

Choose which Prospect or Client the Contact belongs to from the drop-down
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Next fill In the information you wish to capture.

If they are the contact you will be meeting with or phoning on a regular basis, check the Primary Contact box.
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Click Next to add the Contact.