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How to create contact?

Desktop Browser

1. Click email note or 'view' icon to get into email note detail
2. Click ''+ follow" button, the contact will be created in CRM. Emails of followed contacts will be autolinked to the opportunity.

When we share the note, the contacts are automatically created for this opportunity.
1. Click 'share' icon
2. Selected contacts will be linked this opportunity
Mobile App

1. Click sidebar menu icon

2. Click ‘All Contacts’

3. Click ‘+’ icon

4. Import contacts or add custom contact

Add contacts for opportunity

1. Click opportunity name

2. Click ‘+’ icon

3. Import contacts for this opportunity