- By clicking the
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icon (OR via drag & drop) you can upload a logo or picture for that contact - Clicking “Edit” in any section enables you to add and save more information for that section in a new page (such as addresses or telephone numbers)
- In the client details there is also a section called “People” – next to it, you’ll find a link called “New” and by clicking it, you can add another person to the company (other than your own company)
- Use “Stickers” to add labels or categories to a contact (such as “Christmas”, “newsletter”, etc.)
- The “Change log” keeps track of any changes made
- Use the “Blog” to record individual notes such as important phone conversations, meetings, etc.
