How do I create a new contact?
Contacts are a great way to further understand your business relationships and gain insights into your incoming and outgoing payments.
To create a contact for your business, login to your Zeller Dashboard:
- Navigate to Contacts.
- Select whether you want to add a Person or Business in the top right hand corner.
- Enter the contact information.
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A person requires First Name, Last Name, Mobile OR Email.
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A business requires the Business Name, Mobile OR Email.
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- Click Save.
The contact will now be saved to your list. For more details on how to edit or add more information to your contact, visit our Support Centre.
Please contact our Support team if you require any further assistance with creating your contacts.
Related articles
- How do I edit or delete a contact?
- How do I manage notes for my contacts?
- How can I assign categories to my contacts?
- How do I manage tags for my contacts?
- How do I search for an existing contact?
- How do I add an image to an existing contact?
- How do I link contacts to a transaction?
- How do I link contacts to a bank account?
