Adding Contacts Manually

Manually enter a contact when back office syncing is not an option or when you meet a prospective customer, host, or team member 

Adding contacts directly into the app is a frequently used feature. Particularly when you are at vendor events, it is a great way to quickly capture follow-up information regarding samples and sales - and go paperless!

Adding a new contact

  1. Go to the Contacts tab (second from left, person icon).
  2. Tap the teal + sign in the upper right hand corner.
  3. The screen will change to display a form, with New Contact visible at the top.
  4. Enter the information you have for the new contact. We suggest at least one type of contact information (e.g. phone number, Facebook handle, email, or snail mail address).
  5. Scroll to the bottom of the New Contact screen and tap the Save button to save the new contact.
  6. You will then see the new contact’s Contact page. From here you can also categorize the type of contact

Once your new contact is entered you can

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