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    Official Guide

    Create a New Contact

    Adding contacts manually to your RevStackr CRM is simple. This guide will show you how to create a new contact and fill out their details.

    1. Navigate to Contacts

    From the left-hand menu, click on 'Contacts'. This will open your smart lists and contact database.

    2. Add Contact

    • Click the '+' icon or 'Add Contact' button at the top of the screen.
    • [IMAGE PLACEHOLDER: Screenshot of the Add Contact button in the Contacts area]
    • A slide-out menu will appear where you can enter the contact's core details.

    3. Enter Details

    • Fill in the First Name, Last Name, Email, and Phone Number.
    • Select their Timezone and DND (Do Not Disturb) preferences if applicable.
    • [IMAGE PLACEHOLDER: Screenshot of the Add Contact form fields]
    • Click 'Save' at the bottom of the panel.

    4. Add Additional Information

    Once saved, you'll be taken to the contact's full profile. Here you can add tags, assign them to a specific team member, or fill out custom fields specific to your property business.

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