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How to Create A Contact

July 18, 2020

How to Create a Contact

  1. Click “Contacts” from the dashboard once logged into SnapDesk.


2. Inside the contacts module, click the big blue “+” icon in the bottom right corner.


3. Once the new contact dialogue appears, enter their first name, last name and phone number.

4. Click save once you have completed your customers' contact information.


You have now created a contact in SnapDesk! Now it's time to start sending them scheduled messages, assigning them documents and store custom information in their profile.

Still need help? Schedule a demo with a SnapDesk team member below