How to Add a Contact into Repbox

V7 Instructions (Current)

Option 1: Through the Contacts Module

  1. Click Contacts in the navigation (you may need to select All first)
  2. Click Add Contact
  3. Fill in the required fields (marked with *). Be sure to select the Account Name to relate this contact to the correct account.
  4. Scroll to the top and click Save

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Option 2: Quick Create

  1. Click the + icon in the top right
  2. Select Contact from the dropdown
  3. Fill in the fields. Click Go to Full Form to access all fields.
  4. Click Save

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Note: All contacts look a little different depending on your company's Repbox configuration.

V6 Instructions