Mar 20, 2023
You can easily add new individual contacts to your database by clicking Quick Actions in the header bar
- Click the Quick Actions Button in the header bar.
- Click Add Individual.
- Fill in the desired Contact Information: Only First Name and Last Name are required.
- Phone, email or website - once this field is entered, a drop-down list will be displayed to select further details, such as the type of phone number. If you wish to add additional phone numbers, emails or websites, click the + button. NOTE: If you are entering a website, and the web address begins with a number, include www.. If this is not included, the website address is interpreted as a phone number.
- Business – you can associate the individual to an existing organization contact, or assign a new organization.
- Click Done.