3 minutes to complete
What to do
- 01
Open New contact from the Clients lens.
- 02
Add the person, company, and role you need before your next client conversation.
- 03
Save the relationship, then add the next action that will keep the work moving.
Open the right place in Signum
If you get stuck
- Start with the primary decision maker or most active contact; you can add more context later.
- Use the Clients lens for active client work and Pipeline for an open opportunity.