Start by clicking on the "Add new up sheet" button in the Upper Right Corner.
Next, enter the first name, last name, and phone OR email address. You can also scan the drivers license. While typing, the system will automatically search for matches. If there are any, they will appear at the bottom.
Once you've searched for matches and there are, in fact, no matches. You'll need to add in the rest of the contact information you've collected. Go ahead and click the blue link, “Add additional information” to view all available fields.
You can now fill out more contact information:
Employment info
Phone numbers
Email address
Birthdate
Important Dates (wedding anniversary, etc.)
Mailing address
Notes-personal information you want to remember about the customer, nothing about the deal itself
Remember the more information you collect the more benefits you'll see. So, once you have entered what you have collected, click "Add Contact" to officially create an Up Sheet!