Plus Button > Contact

On Saleboat you can add as many contacts as you need to distinguish between different conversations.
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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 customer 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 regularly, check the primary contact box.
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If they would like to receive marketing communication from your company, check the marketing communications check box.
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Click ADD to add the contact.