In this article, we will discuss the simple and easy steps to add a contact and edit contact information in Penny. Whether you're new to the app or just need a refresher, we've got you covered!
How to add a contact
1 - Select "+ Add" at the bottom of the mobile app 📱 OR
Select Contacts from the web app 💻
2 - Select "Add a Contact" on the mobile app 📱 OR select Add then Add a Contact from the web app. 💻
3 - A pop-out window will appear, fill out the required fields. Select "Create".
🔥 Hot Tip 🔥 The create button will be greyed out if the Last Name field is empty.
4 - Categorize the contact by selecting the appropriate category. (IE. Prospect, Customer, Downline, Upline, not interested, maybe later, etc.). Select "Categorize" on the mobile OR Save on the web version.
5 - Schedule a Reachout from the options provided or the date picker. Select "Schedule".
6 - Input any notes or tags you would like to associate with the contact's profile or the Reachout that you scheduled. Select "Next" on the mobile OR Save on the web version.
🔥 Hot Tip 🔥 Notes and Tags are optional but important. Learn more about them here.
That's it! 🎉
How to edit a contact's details or change the category
1 - Select "More" in the bottom right of the mobile app 📱 OR select Contacts from the web version 💻
2 - Type the name of your contact on the search bar.
3 - Select the contact that you would like to edit.
4 - Select edit from the Profile card
5 - Now you can "edit" to adjust the profile details, or change your contact's category. Categorize the contact by selecting the appropriate category. (IE. Prospect, Customer, Downline, Upline, not interested, maybe later, etc.). Select "Categorize" on the mobile OR Save on the web version.
6 - Select Save
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