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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.

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

customer-list

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.

add-customer

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