There are a few ways to Enter a New Contact.
- Click the large PLUS button to open the Add New Item Menu.
- Select “Contact”
- Enter your new Contact’s details in the blank fields. You can add required fields in Customization under Company Settings.
- Using this method, you will have to Select which Account this contact belongs to.
- You may also add a Contact by loading any specific Account and selecting the ‘NEW’ menu on the far right.
- This method brings up the same “Add Contact’ box, however the Account is Pre-filled for you assuring accuracy.
- Once finished filling out all the available fields, click Create Contact to save.
You may have as many contacts stored in an account as you need. You can also ‘Link’ contacts that may legitimately belong to 2 or more separate Accounts.