Creating a New Contact

Created by Damodhar Naidu, Modified on Wed, 14 Aug, 2024 at 12:04 PM by Damodhar Naidu


Here’s how you create a new contact in Accelerate

Access the Contacts Module

  • Open Accelerate software.

  • Navigate to the contacts module.

Create a New Contact

  • Click on the "Create New Contact" button.

Enter Contact Details

  • Fill in the contact name.

  • Enter the email ID of the contact.

  • Enter the phone number.

  • Enter the extension number, if it exists.

Select Branch and Link Company

  • Select the branch associated with the contact.

  • Link the company of the contact.

Select Position and Link Property

  • Select the position of the contact.

  • Link the property associated with the contact.

Save the Contact

  • Click "Save" to create the new contact in the system.

View the New Contact

  • The newly created contact will be visible in the contacts table.

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