How to add a new contact in the Less Annoying CRM¶
This guide covers the Less Annoying CRM manual, and creating a new contact
1 Go to the Login Page¶
ℹ️ Account Required
Please make sure to contact your IT department before starting this tutorial
Open the login page and fill in the Login form with:
1) You email
2) Your password
2 Click Login button¶
ℹ️ Title
Description
Click Log in button
3 Select "New Contact"¶
After you log in, select the "New Contact" in the left menu
4 Creating Contact form¶
Proceed with filling in the form with
1) Name
2) Email
3) Company name
5 Adding Notes¶
⚠️ Additional funcionality
The following steps show how to add Notes, and Tasks. Scroll down to learn how to add a Lead
Click "Note" button to add a new note
5.1 Add text¶
❌ IMPORTANT
Notes are visible to all of your teammates.
Fill in the notes.
6 Adding a task¶
Click the "Task"
6.1 Add Task details¶
1) Task name
2) Due date
3) Task description
7 Confirm the new contact¶
Click "Create contact" to confirm the new account creation
8 Adding a new Lead¶
Continue with creating a new lead
9 Creating the sales lead¶
Move user to a corresponding Sales status
9.1 Add Optional notes¶
9.2 Finish creating a sales lead¶
