How to add a new contact to your Bling CRM

This tutorial provides a simple guide on creating a new contact within the Bling CRM. By accessing the "Customers" section and selecting "Add New Contact," users can input various fields and tags to capture and save the contact's information. The tutorial emphasizes the customizable nature of the fields and the ease of accessing the newly added contact within the Bling CRM.

To create a new contact in Bling CRM, follow these steps:

  1. Click on "Customers" in the Bling CRM.
  2. Select "Options" in the far right corner, then click on "Add New Contact."
  3. Fill in the relevant fields such as contact information, tags, and status.
  4. Click "Save" to add the new contact to the Bling CRM.

By following these simple steps, users can efficiently add and manage new contacts within the Bling CRM. If there are any questions, users are encouraged to reach out for assistance, with a commitment to a prompt response within 24 hours. Thank you and have a great day!