How do I add a new contact in Sophiie?
Go to Contacts and click Add contact — a New contact drawer slides open where you choose Individual or Company and fill in the details. To save a new contact you need a first name of at least two characters, plus either a phone number or an email address.
Read the transcript
Every customer Sophiie talks to lives in Contacts. Open it from the menu on the left. Click Add contact, at the top right of the page. Choose the record type: an Individual person, or a Company. Type a first name of at least two characters. The last name is optional. Add their last name if you have it. Then add an email address or a phone number. Every contact needs at least one way to be reached. You can also link a company, add addresses and leave notes for Sophiie, now or later. Click Add to save. If the email or phone matches someone you already have, Sophiie warns you, but never blocks you. And there they are, in your Contacts list.

