How to add a new contact in the Less Annoying CRM

This guide covers the Less Annoying CRM manual, and creating a new contact

1 Go to the Login Page

ℹ️ Account Required
Please make sure to contact your IT department before starting this tutorial

Open the login page and fill in the Login form with:

1) You email

2) Your password


Go to the Login Page

2 Click Login button

ℹ️ Title
Description

Click Log in button


Click Login button

3 Select "New Contact"

After you log in, select the "New Contact" in the left menu


Select "New Contact"

4 Creating Contact form

Proceed with filling in the form with

1) Name

2) Email

3) Company name


Creating Contact form

5 Adding Notes

⚠️ Additional funcionality
The following steps show how to add Notes, and Tasks.
Scroll down to learn how to add a Lead

Click "Note" button to add a new note


Adding Notes

5.1 Add text

❌ IMPORTANT
Notes are visible to all of your teammates.

Fill in the notes.


Add text

6 Adding a task

Click the "Task"


Adding a task

6.1 Add Task details

1) Task name

2) Due date

3) Task description


Add Task details

7 Confirm the new contact

Click "Create contact" to confirm the new account creation


Confirm the new contact

8 Adding a new Lead

Continue with creating a new lead


Adding a new Lead

9 Creating the sales lead

Move user to a corresponding Sales status


Creating the sales lead

9.1 Add Optional notes

Add Optional notes

9.2 Finish creating a sales lead

Finish creating a sales lead