How to Add a New Contact in Gridlex Zip?

Published | Oct. 4, 2023, 10:12 a.m.

In Gridlex Zip, there are multiple ways to add contacts: manually, by importing, or through the organization page. This guide will specifically explain the process of adding a contact manually.

Step 1: Log in to the Gridlex App Suite and click on 'Contacts' located under the Zip section.

Step 2: Once you're on the Contacts page, you'll see an option to “Add Contacts.” Click on it to proceed.

Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to view or add contacts, you'll be unable to do so. To obtain access, please reach out to your enterprise admin.

Step 3: A form will appear, prompting you for the contact's information. Take the time to input details such as the contact name, title, notes, contact methods (like phone or email), address, and any other relevant information. 

Step 4: To affiliate an organization to the contact, search for the organization in the search bar and select it.