How to Manage Contacts in OneFlow
Steps to create and manage contacts
Isha Raut
Last Update há um ano
In OneFlow, managing contacts is a breeze, whether they're your customers, suppliers, employees, or anyone else in your network. This tutorial will guide you through the process of creating, organizing, and adding notes to contacts within the OneFlow platform.
- Creating a New Contact:
- From the Dashboard:
Click on the plus icon located in the top-left header.
Select "New Contact."
- From the Contacts Page:
Navigate to the Contacts page.
Click on "New Contact" on the right side of the page.
Fill in Details:
Provide essential information such as name, type, and other relevant details.
Click the "Create" button to save the contact.
- Managing Contacts:
Searching and Filtering:
Utilize the search bar to quickly locate specific contacts.
Use filters based on contact type to streamline your workflow.
Viewing Contact Details:
Simply click on a contact's row to view their details and transactions.
Our user-friendly interface ensures easy access to vital information.
- Adding Comments to Contacts:
Navigate to the Contact:
Find the contact to which you want to add a comment.
Add a Comment:
Click on the "Comments" section.
Type in your note or message, whether it's a reminder, update, or any crucial information.
Hit "Add Comment" to attach your comment to the contact.
Conclusion:
For more detailed instructions and additional features, explore our help video or reach out to our support team for assistance.
Learn More: https://oneflow.pro