Adding contacts quickly
If you have contacts you would like to quickly add to Adaptix manually, and they are not in the system as part of the normal workflow (for example by completing an enquiry form or having been imported) you can use the “Quick Add” Contact button, found in the “Manage Contacts” tab, to add them to the system.
- You can of course also add them through the New Contact form and add much more detail, but for quick entry this is the easiest and fastest way to get the contact into the system.
Adding contacts normally
Note: Before you start adding contacts, you may need to add custom fields to capture all the information you require.
If you have contacts to import and you have time to add all the information, go over to the right of the ‘Quick Add” button and select ‘New’. This opens the new contact screen, where you can enter all the information you have about the contact. Use the tabs at the top to populate existing custom fields and social network profiles.
You can also import your contacts from a CVS file. To learn how to import contacts from a CVS file see this help article: How to import contacts into Adaptix from a CSV file
