Contact Management in Crezva
Store and manage contacts linked to organizations.
Managing Contacts
Link contacts to organizations for better relationship management. Follow these steps:
- Go to the 'Contacts' section.
- Select an organization to link a contact.
- Click 'Add Contact'.
- Enter the contact's details:
- Name
- Phone
- Role
- Click 'Save' to add the contact.
All contacts can be easily accessed and edited as needed.