Create a new contact

Perform a search for the contact you would like to create

Before you create a new contact, it is always good practice to search for him/her first to make sure you're not making a duplicate record.

Perform a search for the contact you would like to create

Create a new contact record

Using any of the methods described here, create a new contact.

Enter Contact information

Enter all of the contact information you can.

Account Name is the name of the organization they work for. If there is no organization (e.g. self-employed), then the account name will just be their full name.

Enter Contact information

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