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There are two simple ways to create a contact in your CRM.
Option 1: Create a Contact from the Top Toolbar
- From the toolbar at the top of your screen, click the person icon.
- A pop-up window will open where you can enter the contact’s details.
- While multiple fields are available, only one of the following is required:
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First Name
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Phone Number or Email Address
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- Click Save to create the contact.
Option 2: Create a Contact from the Contacts Page
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Navigate to the Contacts section of your CRM.
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Click Add Contact located above the contacts table on the right side.
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The same contact creation pop-up will appear.
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Enter the contact’s details and click Save.
Need More Help?
If this didn’t answer your question, create a support ticket using the button at the top of the page, and our team will be happy to help.