How do you add a contact with details in Traction?

This article explains how to create a contact and enter details such as phone numbers and addresses.



1.  Click on the Dashboard at the top right of the screen and select Accounting.
2.  To add contacts click on Contacts on the left side of the screen.
3.  Click on the box labeled Add Contact and you will be directed to the contact details screen.
4. Choose the Entities and the proper Category/Categories for this Contact.  The button allows you to enter a Mobile Phone and the button allows you to add more details.  If all details are entered and you want to add another contact, then click on the arrow next to Save & Close and select Save & New.  If you do not want to add another contact, click on the Save & Close button.  This contact has been added to your list and is available in the drill-down Contact menu in the transaction details screen.