Adding your contacts to Indy is a breeze! Contacts include your clients, leads, and others. They’re a key part of your Indy workspace, allowing you to stay organized and send files and documents like invoices, contracts, and proposals to the people you work with.
Check out this short video to get started, or learn more down below.
On the People page, click on the 'Add a person' button to get started.
Pro tip: you can easily add new contacts by clicking the 'New' button in the top navigation bar.
Fill in the required fields (*) and any additional fields to complete your contacts profile. Then click the 'Add' button to save your contact.