If you are looking for a contact and cannot find it, you can create the contact in iziflo.
Click on the
icon to open the creation form.
You have to fill in the mandatory fields - marked with a *.
The more information you add, the best it is to have an overview of the client.
You can add additionnal phone n° or email address by clicking on
. The
deletes emails/phone n° that are wrong or obsolete.
Note : The Customer authorisation field indicate wether the client has accepted or not to be contacted - Only for commercial purposes, they will still get the appointment updates.
Once all of the filled in all of the information, do not forget to click on validate to save you changes. It will open the contact card you have just created.
Any missing field will be surrounded in a red frame.