How to create a client contact in Wunderbuild?

To create a client contact in Wunderbuild, head to the contacts section of the left hand menu. Once there, click the ‘Create New” button as shown below for the client’s section of contacts.

Now you will want to fill out the corresponding details of your client as shown below, as well as choose what type of contact you want to assign to your client, as indicated by the arrow, you have the options of ‘lead’, ‘prospect’ or ‘customer’.

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