How to Create and Add a Contact
In this lesson, you will learn the process of adding contacts to your notary marketing success software.
We will also cover the difference between leads and current customers and how having all your contacts in one place can make it easier to track current clients and nurture potential clients.
Follow the video above to learn how to create and add a contact or follow the step-by-step tutorial below!
Key Terms:
Contact: A contact is an individual person that is either a potential client or a current client. A contact is not a company name. We will cover later how to add a company.
You must have a contact's email or phone number to add them to the software. Ideally you have the following;
Name
Phone Number
Email
Address (If appropriate)
Step-By-Step Tutorial: How to Create and Add a Contact
