How to Create a Contact

How to Create a Contact

There are two ways to create a Contact:

Method 1:
  1. Click +Add New in the upper-left of the screen.
  2. Click Contact.
  3. Fill out the pertinent information.
  4. Scroll to the bottom and click Create Contact.


Method 2:
  1.  Click on the Contacts page on the left-hand side of the screen.
  2. Click the +Contact button in the upper-right corner.
  3. Fill out the pertinent information.
  4. Scroll to the bottom and click Create Contact.


To learn how to add accounts to a contact, please visit the related article below.


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