Manually add a contact to your Contacts Book

Maintaining an organized Contacts Book is essential for efficient communication and transaction management on Pactima. If you need to add a new contact manually, perhaps for a new client or partner, the process is straightforward. Here's a step-by-step guide to help you expand your network within Pactima.

Steps to Manually Add a New Contact:

1. Open Your Account Dashboard:

   • Click on the 'Account' button located in the top right corner of your screen.

2. Access the Contacts Book:

   • Within the account overview, look for the card titled 'Contacts Book'.

3. Add a New Contact:

   • Click on the 'Contacts Book' card.
   • If your Contacts Book is empty, you will see a message indicating there are no contacts.
   • Locate and select the 'Add a Contact' button.

4. Enter Contact Details:

   • Fill out the contact form with the new contact's information.
   • For instance, enter the name 'James Bond' and the email address 'james.bond@007.com'.

5. Confirm the Addition:

   • After entering all the necessary details, click 'Confirm' to add the contact to your Contacts Book.

6. Review Your Contacts Book:

   • Once added, you can view the new contact in your Contacts Book, alongside any others that have been added previously, either manually or automatically.

Important Tips:

• Be sure to enter accurate information to ensure seamless interactions and transactions with your new contact.
• Regularly review and update your Contacts Book to keep it current with your business needs.