Create a contact
Create a Contact:
A contact is a customer, prospect, supplier, employee, or anyone you have a relationship with. The Kazeli Contact Center allows you to store and organize information such as phone numbers, addresses, notes, lists, email correspondence, and more. It provides a one-stop glance of the entire communication history between each contact and your entire team, enabling you to monitor, strengthen and build more meaningful relationships.
1. From the left navigation under the Shortcuts menu, click the Contacts
2. At the top left corner, select the option link: Create a contact.
3. Contact information can now be entered by filling in the various contact fields.
4. Click Save
5. The record has now been created and appears in your database of contacts.
From a contact card, instantly create an email in free form or use a customizable pre-defined email template, view a complete history of emails sent to/from that contact, their online purchase history, opportunities lost/won/pending, projects open/closed, pages they've visited on your website and more.
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