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Creating a contact

Here's how to create a new contact:

  • Mouse over "Contacts" in the navigation bar and select "Add a new contact" in the menu.
  • To create a company instead, simply choose "Add a new company."
  • In the dialog that appears, enter the relevant details like name, email, and phone number.
  • Select the "Create contact" button at the bottom to create the contact. You'll be taken directly to that new contact record.
  • Not sure if you should add a contact or a company? Learn more about the differences between record types here.
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contacts, companies, create
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