Add a contact

Keep customer details in one place so your team can find them later.

Steps

1. 1

   Open Contacts

   In the Waflo sidebar, open CRM → Contacts. Search or filter the list to find an existing customer.

   Open Contacts ↗

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   The Contacts list shows customer records and activity.

2. 2

   Choose New Contact

   Select the New Contact button near the top of the page.

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   Enter the contact details in this form.

3. 3

   Enter the details

   A phone number is required. Add the name, business, email, city, source, tags, and notes when available. Check the phone number carefully.

4. 4

   Create the contact

   Select Create Contact. The new record will appear in your contact list.