Creating Contacts
Last Updated January 25th, 2018 by Ethan Currah
How to create a Contact:
- Navigate to the Contacts section under the Essentials menu.
- Click on the Contacts button and select New.
- Enter all required fields marked with an and click Create.
OR
- Click on the Create a Contact link in the menu under Essentials.
- Enter all required fields marked with an and click Create.
OR
- Navigate to an Account you want to add a Contact to.
- Click the Actions button and select Create a Contact.
- Enter all required fields marked with an and click Create.
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