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What is a Contact in Saleboat?
What is a Contact in Saleboat?

What counts as a contact and how do I add them to Saleboat?

Updated over a week ago

A Contact is a person at a company with whom you'll need to meet and do business.
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You can add a contact to Saleboat by clicking the Plus Button and then on Contact:


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You'll see this screen:

Select which prospect or client they belong to.
Fill in all of the details you have and click add.
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​Remember: a Contact is not a lead, prospect or client in Saleboat. It is a person.

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