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Creating a Contact

Ways to Create Contact

From New Lead

A contact record is automatically created when submitting a new lead. When doing a new lead from the home page, the First name, Last Name, Phone Number, and Email is populated automatically.
 
When entering a new lead manually, there is an option to select to create a new contact within the contact field like shown below. Any contact fields on the lead form will populate the contact record. This includes the First Name, Last Name, Mobile No, Phone No, and the same fields for Spouse, Organization, DOB, Address, and Email Address.

Created Manually

You can create a contact manually by clicking the “Create Contact” button on the upper right of the Contacts list.

You will be taken to the Contact detail like you see below:

You will need to enter all of the the required fields in order to submit the form.
 

If you leave the screen before submitting the form, then you will lose all the data you entered.

 

For a reference of all of the fields click here.

The tabs on the right side are not available until after the new contact is submitted.

 

Once you are done filling out the form and populated all of the required fields then you can submit the form by clicking the “Add Contact” button on the bottom of the form.

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