Contact Management - BizBone

Add a New Contact

1

Navigate to Contact Management

CRM CM Nav

2

Select Create New Contact

CRM CM Create

3

Fill in the required information

CRM Create C

Select Create to complete or Cancel to exit without saving changes.

Modify a Contact

1

Select an action

CRM CM Modify

2

Confirm the action

Edit: Fill in the required information. Select Save to complete or Cancel to exit without saving changes.
Delete: Select Delete to complete or Cancel to exit without saving changes.