Adding Records Manually

Revwit allows you to manually add new contacts, companies, or deals directly within the platform for quick, one-off entries. Here’s how:

Adding a New Company

1. Go to the Companies section in the sidebar.

2. Select the (+) button at the top left corner.

3. Input the company name, domain, and any additional details.

4. Click Save to finalize the entry.

Adding a New Person

1. Navigate to the People section from the sidebar.

2. Click the (+) button.

3. Fill in the contact details, such as name, email, phone number, job title and company.

4. Save the contact by clicking Save.

Adding a New Deal

1. Open the Deals section in your workspace.

2. Click the (+) button.

3. Enter the deal name, value, associated contact and company, and select its pipeline and pipeline stage.

4. Save the deal by clicking Save.

Manual entry is perfect for adding individual records on the go, ensuring no opportunity or contact is missed.