Adding contacts
The Contacts page displays a list of all contacts added to the system. To add a contact, select the 'New Contact' button.
During new contact creation, users should add information to the following fields:
- First name
- Last name
- Flowlens point of contact
- Preferred method of contact
- Landline, mobile and fax
- Notes
- Company address
- Position
- Roles
- Consent obtained (toggle)
- GDPR source
- Marketing preference consent (checkboxes)
Once all relevant data has been entered, users should select 'Create Contact'. The newly-created contact will display on the Contacts list.