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Contact Management

Adding Contacts

Manually adding contacts to your Wise Agent database

Last updated on 02 Nov, 2023

  1. Click on the contacts tab from the menu bar and select "Add Contact"

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  1. Add all the information on your new contact

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You can add the contact to a category, or source, and assign it to an inside team member. You can also choose to add the contact to your Google Contacts and/or Enhance the Contact 

If you are needing to add additional information to the address field, click on the green plus sign on the address line

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Once finished, select "save", or select "save & new" to add additional contacts.

 

That's it!

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