One of the many advantages of CRM-Map is that new contacts can be set up “on the fly”, while on site, or remotely.
- Simply find the address for the new contact you wish to add to your system.
- Select View Details to add information for this location.
- Open the Contacts tab and select Add New Contact.
- Enter the details of the contact and select save.
If you prefer to watch a training video on this topic, please click on the video link below: