Adding a new Contact

Adding a new Contact

There are a couple of different ways to add a new contact.  If the contact is from a particular company, the company needs to be added first.

Adding a Contact to a Company

Lookup the company you want to add the contact to.  You can use search or the recent activity log to find the company.  From the company page you can add a contact via the 'Add Contact' button located on the 'Contacts Tab'

Contacts Tab
contacts

Add Contact Popup
add-contact-popup

The only required fields are a first OR a last name.

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1 Comments

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    Barry

    How to you add a contact photo?

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