Create New Contact
1. Click 'Create New Contact'
1.1. From 'Quick Links'
1.2. From the Account Detail Page
1.3. From the Contact Tab
2. Enter in the Contact Information
Required Fields: First Name | Last Name | Company Name | Account Address | Email or Phone |
Only click the 'Add Custom Mailing Address' if you want to override the 'Account Address'. Otherwise, the Account Address will be used as the Contact's Primary Address.
2.1. If you have active mailing lists, you can add this contact by clicking on your list
Upon save, the creator of the contact will automatically be added to the Contact Team.
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