How to Create a Contact

How to Create a Contact

There are two ways to create a Contact:

Method 1:
  1. Click +Add New in the upper-left of the screen.
  2. Click Contact.
  3. Fill out the pertinent information.
  4. Scroll to the bottom and click Create Contact.


Method 2:
  1.  Click on the Contacts page on the left-hand side of the screen.
  2. Click the +Contact button in the upper-right corner.
  3. Fill out the pertinent information.
  4. Scroll to the bottom and click Create Contact.





    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Quickly Add New Contacts and Accounts When Uploading a File

        When uploading files you can quickly add and invite new Contacts and Accounts. Click +Add New. Click File. Uncheck the Make Private box. Click on the To  field. Under Recipient, type in the new contact's name. Click the blue + button. Add an email ...
      • How to Create an Account

        There are two ways to create an Account: Method 1: Click +Add New at the upper-left hand side of your screen. Click Account. Fill out the pertinent information. Scroll to the bottom and  click Create Account. Method 2: Click on the Accounts page on ...
      • Karbon Integration: Creating New Records

        You can create and link new records in Karbon or Liscio directly from the Liscio integrations page. Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations. Under the Karbon integration, click View Details. Use the ...
      • How to Create a Note

        Notes are an internal storage system found on the Account and Contact level. Clients are not able to view Notes. A Note can be meetings notes, extra information, or anything pertinent to the Account that you'd like to have on file. Click +Add New in ...
      • How to Create a Task

        1. Click +Add New in the upper-left side of your screen. 2. Click Task. 3. Select Task Type. 4. Select the Account. 5. Select the Contact. 6. Select a Due Date (or make it recurring). 7. Select an Owner. 7. Enter a Subject Line. 8. Enter a ...