How-toCRM Mini
How do I add a single contact in CRM Mini?
With “+ Contact” or the N key. A name or company is enough; the rest can come later. Under “When next?”, you set right away when you'll get in touch.
- In CRM Mini, choose “+ Contact” or press N.
- Enter a name or company, optionally email and phone.
- Under “When next?”, choose a time, e.g. “Today” or “Next week”, or “Date …” for an exact day.
- Optional “More details”: next action, status, role, source, WhatsApp, LinkedIn, website, value in € and note.
- Click “Save”. With “Today”, the contact goes straight onto your stack.
Next step
Open CRM MiniExplains this message
Name or company; either one is enough.This email address looks incomplete.
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