Using People
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

People was specifically designed so you can easily manage your work relationships and stay in contact with them using Indy's lightweight CRM.

Check out this short video to get started, or learn more down below.

On the People page, click on the 'Add a contact' button to get started.

πŸ’‘ tip: you can easily create new projects by clicking the 'New' button in the top navigation bar.

Fill in the required fields (*) and any other fields to complete your contact. Then click the 'Save' button to save your contact.

Want to get started with Indy fast, but have a ton of contacts? Learn how to easily import your contacts into the system in one go here.

Managing your contacts

Once your contact has been created, you can start sending them documents and collaborating with them on projects. And the best part β€” everything you've shared with them will be neatly organized in their dashboard.

Just open their contact and you'll find all their information neatly organized in one convenient spot.

Happy organizing! πŸŽ‰

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