In this video we will walk through how to create a new Contact or Client in Practice Pro.
Ways to Create a Contact
Quick Add method
From the Contacts list page
Quick Add Method
The Quick Add method is ideal for quick entries while working in other areas of the system.
Click the + icon next to your name in the navigation bar.
Select Contact from the dropdown menu.
Enter the contact's information.
Click Save.
Contacts List Page Method
Navigate to the Contacts page from the left-hand menu.
Click the Add Contact button.
Enter the contact's information.
Click Save.
Contact Form Details
Choose whether the contact is a person or an organization.
Enter the name of the person or organization.
If applicable, check the box for Contact is a Client.
Select the status: active, inactive, prospective, archived, or closed.
Designate the originator and manager for the contact.
Add contact details such as phone number and address.
Select Save.
Import Multiple Contacts at Once
Admins have the ability to import multiple contacts at once via CSV file.
Click into the Contacts Tab from the left-hand menu.
Click the Import Contacts button.
Select Import Contacts from CSV.
Choose a file to import.
Click Import.
