Create a Contact
Create a Contact
This section explains how to register newly acquired personal information individually.
The number of contacts that you can import / register is differ by each plan.
Click FranDo CRM > [Contact List].
Click [Create Contact].
Enter the information and save.
FranDo CRM does not require master data setup, so it does not require information system personnel or IT literacy.
For example, various items such as [Classification/Industry], [Category], [Inflow Source], and [Contact Person] will automatically generate a master from the Import data created. The automatically generated data will be displayed in the pull-down selections in the target items and in the Search Box when you register individual [Contacts].
Click [Contact List] > [Create Contact].
Click [+ Add] at the right bottom of each field.
Enter a new selection and click [Add].
To use FranDo CRM you need to sign-in with custom sub domain of business account or you can Switch Account after sign-in.