Add Contacts
Centralize and categorize your business contact list using Solo. Link tasks, events, invoices, and expenses to the contacts for improved context and organization.
Contacts can be added and categorized as customers, leads, and partners in Solo. Existing contacts on your phone can also be imported into Solo.
Contacts can be added in two ways:
Through the Contacts module
Through the + icon on the home screen
Add contacts through the Contacts module on iOS
- Click the Settings icon in the bottom-left corner of the homescreen.
- Select the Contact Module.
- Click New Contact at the bottom of the page.
- Enter the customer's details and click Done.
Add contacts through the + icon on the home screen on iOS
- Click the + icon on the homescreen and select Contact.
- Enter the customer's details and click Done.
Add contacts through the Contacts module on Android
- Click the Settings icon in the bottom-left corner of the homescreen.
- Go to modules and select the Contact Module.
- Click the + in the bottom-right corner of the page.
- Enter the customer's details and click Done.
Add contacts through the + icon on the home screen on Android
- Click the + icon on the homescreen and select Contacts.
- Enter the customer's details and click Done.
Note:
In the Category field, choose if the contact is a Customer, Lead or Partner.
In the Notes section, add any extra information about the customer.
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