How To Add Contact Into A Project
Last updated
Last updated
Login to your account via https://crm-pipeline.kuasa.io/.
Click CRM Pipeline.
Click All Projects.
Click on the name of the project you want to add a contact to.
Choose the section you want to visit. Select Step 3 and then select Set As New Leads.
Click Add Contact after making sure you are in the chosen section.
You'll see a display similar to the one below.
Click the tutorial below to go to the next step.