Sometimes you only need to add one new record quickly; maybe a lead from a meeting or a fresh deal you don’t want to forget.
Revwit makes manual entry fast and simple.
Add a Company
Go to Companies in the sidebar.
Click the ( + ) button.
Enter the company’s name, domain, and other details.
Click Save.
Add a Person
Go to People in the sidebar.
Click ( + ).
Add their name, email, phone, job title, and company.
Click Save.
Add a Deal
Go to Deals in the sidebar.
Click ( + ).
Enter deal name, value, linked contact/company, pipeline, and stage.
Click Save.
Manual entry is perfect for quick, one-off additions, ensuring every important record stays captured and connected.
Up next: Learn how to set up your sales pipeline.