Creating Contact Manually
STEP 1: Log in to your Vintory CRM account
Switch to an Account
(Drop down menu on the upper left corner of the screen)
- Choose a partner where you want to add the contact/s.
STEP 2: On the Dashboard, click on the CONTACTS TAB
- Choose ‘Contacts / Smart lists’
ADDING SINGLE CONTACT
Add a Contact
- On the Contacts / Smart lists page press the + Add Contact button on the upper part of your screen to manually add a contact.
Completing Contact Information
- Fill in the necessary fields and complete the contact information then hit ‘Save’.
Add a Personal Logo
DND – Do Not Disturb Toggle
(If you don’t want to contact them through your follow-up campaign.)