Getting started with Zenys tutorial: 4 basic steps

Before you begin this tutorial, sign up in Zenys for free. This guide will help you set your business, so keep this tab open while you sign up. Go on, we'll wait here.

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Written by Shishira Updated over a week ago

Step 1 - Create a contact

Contact and relationships are the lifeblood of any business. So lets start this journey by creating customers. You can choose any of the following ways to do this.

  • In the left navigation bar, click on the add button select Add Contact.
  • Fill in the customer/contact details and select submit.
  • You will be asked if you would like to create a follow up task (know more)
  • Click cancel and you will be taken to the customer profile page.

Step 2 - Create a sale or project for the contact created

Sales is the biggest source of revenue. So dont miss or lose track of it. Let's tag along sales to contacts.

  • In the customer details page, click on the CREATE NEW button under the sales tab.
  • Fill in the project/ sale details and select submit.
  • You will be taken to the sale details page

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