Navigation:  5 Using Total Enterprise CRM > 5.2 Contact > How do you work with contact? > How do you add a new contact using a business card?

 

A business card contains business information about a company or individual. Total Enterprise CRM has a business card wizard to make it easy to enter information from a business card into the system.

 

To enter information from a business card into the system, follow these steps.

 

Step 1: Select Add business card

 

 

Click the Contact tab located on the ribbon.

 

Select Add business card in the Contact group.

 

Step 2: Start the wizard

 

 

The wizard guides you step-by-step through the process of adding information to the system.

 

Select Next to continue.

 

Step 3: Enter the company name and email

 

 

Enter the company name and email. The wizard will show you a list if this company already exists.

 

Select Next to continue.

 

Step 4: Enter the company details

 

 

Enter the company address details.

 

Select Next to continue.

 

Step 5: Enter the contact details

 

 

Enter the contact details.

 

Select Next to continue.

 

 

Step 6: Finish

 

 

Review all the details that you entered.

 

Select Finish to close.