Add a Contact
  • 12 Jun 2023
  • 1 Minute to read
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Add a Contact

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Article summary

The Add a Contact Quick Tool allows the user to create a contact record.

Borrowers for your loans are associated with your contacts in the Bryt system.  You can also use the contacts database to keep track of other people or companies associated with your loans.  For example, other contacts may include Investors, Real Estate Agents and Insurance Agents. 

To learn more about the Bryt CRM Database, please review the Contacts Overview documentation

The "Create New Contact" page allows you to enter information for the contact.  To create a contact record, you must enter data into at least one of the following fields:

  • First Name
  • Last Name
  • Organization

To save your changes, click on "Save Changes".  To revert back to the original data, click "Cancel". 

 



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