How to Add New Contacts in Stagent
Adding new contacts to Stagent is a simple process that can be done in just a few steps. In this tutorial, we will guide you through the process of adding new contacts to Stagent.
Step 1: Log in to Stagent and access the Contacts page
The first step to adding new contacts in Stagent is to log in to your account. Once you are logged in, click on the "Contacts" tab from the left navigation menu. This will take you to the contacts page where you can view all your existing contacts and add new ones.
Please note: Stagent creates new contacts on company level, meaning you can attach multiple contacts to the same company.
Step 2: Click on the "New Company" Button
On the contacts page, you will see a button labeled "New Company". Click on this button to start the process of adding a new contact.
Step 3: Fill in the Contact Information
A form will appear where you can enter all the necessary information for your new contact. This includes their name, email address, phone number, and any other relevant information. Make sure to double-check all the information before proceeding to the next step.
Step 4: Save the Contact
Once you have entered all the information, click on the "Create" button to add the new contact to your Stagent team. Congratulations, you have successfully added a new contact to Stagent!
Conclusion
Adding new contacts in Stagent is a quick and easy process that can greatly improve your contact management. By following these simple steps, you can easily keep track of all your contacts and stay organized. We hope this tutorial has been helpful and if you have any further questions, please don't hesitate to reach out to our support team.