Adding a contact/company when creating an enquiry

If a user wishes to create an enquiry and link it to a contact that has never been added to the system, they will first need to add the contact. Users can add a new contact directly from the drop-down by selecting 'Add New user as new contact'.

Add a user directly from the Contact drop-down

Once selected, a window will display where users can enter additional contact details.

The Add New Contact window

The following details can be entered:

  • First name
  • Last name
  • Email
  • Landline
  • Mobile
  • GDPR consent (Yes/No)
  • GDPR source (drop-down)
  • Marketing preferences

Selecting 'Create Contact' creates the contact and closes the drop-down, allowing users to continue with enquiry creation. 

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