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Contacts and Companies

How do I add a new contact or company?
To add a contact or company follow these steps: Hover over the Quick Add menu at the bottom left corner of your screen. Click on contact or company ...
Wed, 29 Sep, 2021 at 4:52 PM
How to add a follow-up to a contact
Keep your work super organised with Magnetic's Follow up features! You can keep a record of all client follow-ups, check in and phone calls along wi...
Wed, 29 Sep, 2021 at 4:58 PM
How to bulk edit contacts and companies
Magnetic allows you to make changes to several contacts at the same time. Follow these steps: Hover your mouse cursor over Clients until the dropdown ...
Wed, 29 Sep, 2021 at 5:07 PM