Entering Contact Details (If Contact is a Company)

Step 1 – Click the “Company” radio button
Step 2 – Enter Company name in the name field
Step 3 – Enter all the details as per the Fields
Step 4 – Click the ADD button in the Contacts & Address Sub menu to create multiple addresses
Step 5- Click Save to create Contact
Creating Internal Notes

Step 1- Click Internal Notes Sub Menu
Step 2- You can give notes about the contact here
Creating Sales & Purchase
For Fill the contact type

Step 1- Click Sales & Purchase on the submenu
Step2- choose customer or vendor check box based on the contact type
Step 3- select the salesperson for Allot a Person to deal with the Customer