Add information to contact

Proper information of the customer are the important details to get the success in the business deals. In Bearbook CRM a user can add everything about the customer as per the business needs.

In Bearbook CRM a user can add customer name,phone,email, profession, social media profile, address and other information.

Steps to add information in contact,

  • Click on the 'Contacts' from the home.

  • Click on 'New Contact' to add customer's information.

  • Fill the form with the customer's information and click on 'Save Contact'.

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