How to save leads/customers to the address book?

To save the contacts manually to the device address book from the LEADer app follow these steps:

1. Open the contact from the app.
2. Click on the 3 dots in the upper right corner.
3. Select the “Save to address book” option.

Autosave leads to the address book

You can automatically save the list of contacts from the “Tag” tab.

To enable automatic saving of the list:

1. Go to the “Tag” tab.

         

     2. Click on the 3 dots in the upper right corner of the tag window.

         

     3. Select the “Automatically save” option - “Yes”.

All the contacts that are tagged or will be tagged on this list will be saved automatically to your address book.