Add New Person From View

1. In the left navigation menu, scroll Contacts.

2. Click on Companies or Persons view.

3. Click on New Person.

4. Complete all details. Mandatory fields are red underlined (can be different by agency’s settings).

5. Enter details of the person and click on SUBMIT button.

6. Perfect! The person has been created. 

Get in Touch

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on in the lower right corner) and you will get prompt reply.