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

                  Firstname

                  Lastname

                  Email Address

                  Phone Number

                  Contact Type 

                       -Lead

                       -Customer

DND – Do Not Disturb Toggle 

(If you don’t want to contact them through your follow-up campaign.)

Hit Save