Add a contact or customer
Video walkthrough: Add a contact and opportunity
Video walkthrough: Complete the customer-to-payment workflow
Use this task to add a contact or customer in the current Klusaro workspace.
Before you start
Open Klusaro as a user with access to Contacts.
Steps
- Open Contacts.
- Select New Contact.
- Choose Type and Kind, then enter the name and contact fields.
- Add Source, City, and Notes when useful.
- Select Save Contact and confirm the row.
Screenshots
What happens next
The updated state appears in Klusaro and can be reopened for confirmation.
Useful notes
When practising, use information you are authorised to enter.