This article will show you how to add new contacts and search for existing contacts in your database.
- Navigate to companies or contacts using the mega menu
Your Address Book can also be reached via the Events tile on your Alkimii home page.
- Alkimii defaults to the list overview of all contacts, with the most recently added listed first.
- Within this view, you can search for contacts using the search bar tool or filters.
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Adding a New Contact
- In your contact address book, you will see Add Contact on the top right-hand side.
- You will be prompted to fill in the below information, red fields are mandatory information.
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- The contact's company can be set using the dropdown menu
- The Added By dropdown links the contact to an employee
- Address data is not compulsory.
- Social data is not compulsory.
For help adding a call, prospect or appointment to a Contact, click HERE.
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