Adding New Contacts

Adding New Contacts

Add New Contacts from the “Contacts” Tab

After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and  “Leads” as shown below.


Click on the “Contacts” option to see the contact details of all available clients. In that page, click on the “Add New +” button available on the top right corner of the webpage  which gives three options of “Add Client”, “Add Lead” and “Add Employee” as shown below.


Select the required option to add new details about the Client, Lead or Employee in the page as shown below and select “Save” button to save the details.


Adding Contact after Viewing Client

After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and  “Leads”.


Click on the “All Clients” option which displays all contact details of the clients and other details as shown below.


To add multiple contacts to a client, click on the clients’ “Contact Name” as shown below.


Clicking on the “Contact Name” will open a page where all the details of that particular client will be visible as shown below.


To add a new contact to a client, select the “Add Contact” button on the bottom of the page to add a new contact name, phone, and email. Click on the “Save” button to save the newly added details.



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