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  1. Contacts assigned to an account are visible to other users in your organization. 
  2. Contacts, not linked to an account are private and only visible to the user who has created them.

 


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Start ScreenSteps Content
Start ScreenSteps Content

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Enter general information on the new contact. Assign the contact to an account to make it visible to others (1). Enter the firstname first name and pick a salutation from the pick-list. Then enter the contact's last name (2). The fields marked with a red bar are required.
Enter further information in the following fields if possible.

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