Create New Contact

How to Add Personal Contacts:

Step 1: Open the CRM module. Personal Contacts should open by default.

Step 2:  To add a Personal contact, click "Add New Contact"

Step 3: Add in any other details for the person. Click login settings, if you'd like to give them access to the site or admin and set up as needed. See below for Access Groups' setup.

Step 4: Hit Save.

How to Add a New Company/Employee:

Step 1: Open the CRM module.

Step 2: Click the Companies tab in the top left.

Step 3: Click Add New Company

Step 4: Add the Company name and click Continue.

Step 5: Add in any other details you'd like to store about the company and hit Save.

Step 6: To add Employees to the company, click Employess in the left navigation.

Step 7: Click Add New Employee in the upper right of the screen.

Step 8: Add the first and last name and click Continue.

Step 9: Add in any other details for the employee. Click login settings, if you'd like to give them access to the site or admin and set up as needed. See below for Access Groups' setup.

Step 10: Hit Save.

Note: Do not give anyone access to the Administrators group unless they are someone whom you don't mind giving full access to any sensitive information like your contacts/orders/payment method setup/etc.

How to Create a New Access Group:

Step 1: Open the CRM module.

Step 2: Go to Setup > Access Groups.

Step 3: Click Add new in the upper right of the window. Follow instructions on screen.

A new access group is of no use, unless you assign access rights to the new group you created via Access Rights or by assigning rights for this group to particualr pages/products.