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Overview

Creating a new contact in Z360 is a quick and straightforward process. This guide will walk you through entering contact details, uploading an image, assigning tags, and saving the contact to your list.

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Steps to Create a New Contact

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Access the Contacts Section

  1. Navigate to Contacts
    From your Z360 sidebar, click on the Contacts section in the sidebar to access your contact list.
  2. Open the Add Contact Form
    Click on the Add Contact button to start creating a new contact.

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Add Contact Information

  1. Enter Basic Details
    • First Name: Enter the contact’s first name.
    • Last Name: Enter the contact’s last name.
    • Email Address: Provide the contact’s email address for communication.
    • Phone Number: Enter a phone number (if applicable) for additional communication.

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Upload a Profile Picture

  1. Select an Avatar or Upload an Image
    • Choose an Avatar: Select from the pre-defined avatars if you prefer a quick option.
    • Upload an Image: If you’d like a custom image, click Upload Image and select an image file from your local storage (supported formats: JPG, PNG, GIF).
  2. Confirm Image Selection
    After selecting or uploading an image, click Use This Image to set it as the contact’s profile picture.

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Assign Tags to the Contact

  1. Add Tags
    Click the Tags field to categorize your contact. You can either select an existing tag or create a new one.
  2. Create or Select Tags
    • Select Existing Tag: Choose from the pre-existing tags available.
    • Create New Tag: Enter a new tag if you want to create a custom label for the contact.

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Save the New Contact

  1. Create the Contact
    Once all the details have been entered, click Create Contact to save the new contact to your list.

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Tips

  • Profile Picture: Adding a profile picture helps visually identify contacts quickly and makes your contact list more organized.
  • Tags: Use tags like “VIP”, “Customer”, or “Lead” to easily organize and search for contacts later.
  • Phone Numbers: Adding multiple contact methods (email and phone) ensures more flexibility in reaching your contacts.
  • Editing Contacts: If you need to update a contact’s information, just navigate to their profile and click Edit to make changes.