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Adding a New Contact

Written by Natalia Iwańska

Option I

  1. Go to the Contacts tab and then click the Add Contact button

  2. Enter the contact's email and name – these are required fields. In addition, you can add address details or a note with important information. To do this, use the Show More Fields option.

Option II

  1. When entering information to send a proposal, provide the recipient's email address and the contact's name – these are required fields. The system will detect if the person you are sending the proposal to does not yet exist in your address book.

  2. When you send the proposal, the system will automatically add the new recipient(s) to your contact database. You can add additional information later when editing the contact.

PS - This method also works if you import a list of recipients from a CSV file :)


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