When someone new comes in by phone or in person, add them yourself — it takes under a minute.
In review: written from the product, not yet walked through live.
1Open Profiles and click New
From the Profiles list, click the New button in the top-right corner.
2Fill in who they are
Name first, then at least one way to reach them — phone or email. Everything else can wait.
3Save
Click Save. The profile opens straight away, ready for tags, notes or a first task.
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