Not everyone you come in contact with will need to be a Midaxo user, however you may want to save their information within the Pipeline CRM. By clicking on the Touch Points button in the top ribbon (not within the project card), you can save contact records for potential prospects or future reference. Keep in mind, Touch Points button in the ribbon is only visible to Admins.
To add a contact(s), click on Touch Points within the top ribbon
You can add individual contacts by typing their name within the Search or Add Contact field in the upper left.
Enter the new contacts name, then click on the button Add *user name * as a new contact.
Enter their email information and the rest of their credentials.
Please Note: Adding in contact details does not give this contact access to Midaxo in any way, this is only a system of record.
Contacts can be entered in bulk by clicking on the green down arrow, Import Contacts
Please Note: The import document type must Microsoft Excel and an import template is provided for your reference