In this tutorial we are presenting how To Add A Contact On Builder Expert #
This video provides a step-by-step walkthrough on How To Add A Contact On Builder Expert.
It helps ensure your contact details are entered accurately and efficiently. #
• Log in to your Builder Expert account by visiting the dashboard:
🔗 https://app.builderexpert.uk/login
- Once inside your dashboard, locate the contacts area. Find the CONTACTS option in the main dashboard menu and click it to open the Contacts page. Here, you can view your existing contacts or see a “No data available” message if none have been created yet.
- Adding a new contact is straightforward. Locate the blue “Create Contact” button on the right-hand side and click it to open the contact creation form in a popup window.
- Fill out the form with the correct information to ensure your records remain accurate. Enter the full name in the Contact Name field, add the complete address in the Address field, input the email address, and provide the phone number.
- Builder Expert allows you to control whether a contact is active. Check the Active toggle switch on the right side of the form and ensure it is enabled (blue) so the contact remains active in your system.
- Once all details are entered, scroll to the bottom of the form and click the Create or Save button to confirm and store the contact in the system.
- After saving your contact, the popup window will close automatically. Your new contact will appear in the Contacts table, showing key details including name, address, email, and phone number. Your contact has now been successfully added and is ready to use within Builder Expert.