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 either Add text button at the top, right-hand corner or the circular button at the bottom, right-hand corner of the screen 
  3. The screen will change to display a form
  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. Don't forget to tap Save at the top, right-hand corner or the Save button at the bottom of the screen 
  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