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How to create contacts from appointments

In the Upsales Mobile app you can create a new contact while adding participants to an appointment.

  1. Click Add participants

    Screenshot_20200310_131031_com.upsales.jpg

  2. Click Create new contact

    Screenshot_20200310_131046_com.upsales.jpg

  3. Once you've added the contact information, click Create contact

    Screenshot_20200310_131223_com.upsales.jpg

  4. Don't forget to add the new contact as a meeting participant. 

    Screenshot_20200310_132003_com.upsales.jpg
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