Creating Contacts

Last Updated January 25th, 2018 by Ethan Currah

How to create a Contact:

  1. Navigate to the Contacts section under the Essentials menu.
  2. Click on the Contacts button and select New.
  3. Enter all required fields marked with an and click Create.

OR

  1. Click on the Create a Contact link in the menu under Essentials.
  2. Enter all required fields marked with an and click Create.

OR

  1. Navigate to an Account you want to add a Contact to.
  2. Click the Actions button and select Create a Contact.
  3. Enter all required fields marked with an and click Create.


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