Adding a contact
Keep your sales operations accountable and create a list of contact persons you negotiate your deals with.
Complete information about the contact:
- Email: enter the client’s business email.
- First name, Last name: enter your client’s name.
- Company: link the contact to a company.
- Assign to user: specify Inperium user from the list. By default, the contacts you create will be linked to your account but you can also create contacts on behalf of other users.
Once you add a new contact, you will be forwarded to its card where you can complete contact information, add notes, link it to a company, etc.