1.1.2 Create Contacts

Contacts are the people associated with your business accounts, these are all employees which are important for your business. In a contact record, you can store information such as phone numbers, addresses, and position. 

There are two kinds of contacts:

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.

Create a New Contact

1. Navigate to the Contact Object

   • To begin adding a new contact, navigate to the 'Contacts' section from the App Launcher. Once there, click on the 'New' button located in the top right-hand corner of the interface.

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2. Entering Contact Information

   • In the 'New Contact' form, you'll find several fields divided into different sections. Required fields are marked with an asterisk (*). Complete the form starting with the basic contact details:

     • Name: Enter the first and last name of the contact.

     • Account Name: Link the contact to an existing account by searching through the account names.

     • Contact Owner: By default, this will be set to the user creating the contact.

     • Contact Currency: Select the currency for any transactions related to this contact.

     Fill in additional information as necessary, including phone numbers and email addresses.

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3. Address and Additional Information

   • Next, provide the mailing and other addresses for the contact. If applicable, you can add multiple addresses.
     Under the 'Additional Information' section, provide details like the department they work in, and the source of the lead.

4. Saving the Contact

   • Once all the necessary information has been entered, you can choose to save the contact by clicking 'Save', or save and immediately create another new contact by clicking “Save & New”.