How to Add a Contact in Surefire CRM
Getting the most out of your CRM means using the features (and using them well.) One of the very first things you’ll need to do in order to use Surefire’s features is adding a contact to your database. Here’s a video and written outline of how to do just that.
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Video Tutorial: How to add a contact into your Surefire account
Step 1: Access Your Surefire Account
Open your web browser and go to the Surefire CRM login page.
Enter your username and password to log in.
Step 2: Navigate to the Contacts Section
After logging in, you'll typically find a menu or navigation bar on the dashboard.
Click on "Contacts" or a similar option to access the contacts management section.
Step 3: Add a New Contact
Look for a button or link that says "Add New Contact" or something similar, and click on it.
Step 4: Enter Contact Information
You will now be presented with a form or fields to enter contact details. Fill in the following information:
First Name: Enter the first name of the contact.
Last Name: Enter the last name of the contact.
Email Address: Provide the contact's email address.
Phone Number: Enter the contact's phone number.
Address: Include the contact's physical address, if applicable.
Additional Details: Depending on your industry and specific needs, you may have additional fields for information such as company name, job title, and more. Fill in these fields as needed.
Step 5: Tag or Categorize the Contact (Optional)
Many CRMs allow you to categorize contacts using tags or labels. If applicable, you can add tags to help you easily identify and group contacts.
Step 6: Save the Contact
Once you've entered all the necessary contact information, look for a "Save" or "Add Contact" button and click it to save the new contact.
Step 7: Review and Verify
After saving the contact, review the information you've entered to ensure accuracy.
Step 8: Add Additional Information (Optional)
Depending on your needs and the CRM's capabilities, you may have options to add more information about the contact, such as notes, important dates, or custom fields.
Step 9: Confirm and Exit
After you've added the contact and any additional information, confirm that the contact is saved correctly.
You can typically exit the contact entry screen or return to the contacts list or dashboard.
Step 10: View the Newly Added Contact
To ensure that the contact was successfully added, navigate back to the "Contacts" section and search for the contact by name or other criteria. You should see the newly added contact in your contact list.
That's it! You've successfully added a single contact to Surefire. Remember that the steps and terminology may vary slightly depending on the specific version and configuration of Surefire you're using. If you encounter any difficulties, refer to Surefire's official documentation or contact their support team for assistance.
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