Operation 1
Add a customer so the team has one place for details.
Open Contacts and choose New contact.
Enter name, phone, email and company.
Add address if you will quote or invoice.
Save. The contact is ready for deals, tasks and bookings.
Operation 2
Change phone, email or company without losing history.
Open the contact from search or the list.
Edit the fields that changed.
Save. Activity, quotes and invoices stay on the same record.
Operation 3
See emails, calls, notes and meetings before you pick up the phone.
Open the contact.
Scroll the timeline for recent activity.
Open related deals, quotes or bookings from the same record.
