Quick Workflow
- Open Google Contacts.
- Select Create Contact.
- Enter the client’s name, phone number, and email address.
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Add any relevant notes or labels if needed.
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Click Save to store the contact.
Purpose
This video explains how to add new client information to Google Contacts. All new clients must be added so administrators can quickly identify incoming calls, texts, and emails and maintain accurate client records.
When this Applies
Use this process whenever a new client’s contact information needs to be added to Google Contacts. This typically occurs when:
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A new client is created in the system
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A client’s phone number or email needs to be saved or updated for identification
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Administrators need to ensure incoming calls, texts, or emails are clearly associated with the correct client
Adding contacts promptly helps the team quickly recognize who they are communicating with and keeps client communication organized.
How-to Video
