Create a New Contact

To create a new contact, first navigate to the Contact Search screen by clicking the Contact Search link under the CRM tab in the main menu (see Figure 1 below).

Figure 1

Once on the contact search screen click the "Add New" button at the top right of the screen (see Figure 2).

Figure 2

After opening the modal you must enter in a valid company or create a new one, the field will auto-fill once you start typing in the company name, and after clicking on the correct company, the "New Contact" button should become enabled. Once the "New Contact" button is enabled, click on it (see Figure 3) to get to the screen for entering the new contact information.

Figure 3

After clicking "Add New" on the modal you should end up on the Contact Information screen (see Figure 4). Here you must enter all required information (required fields are denoted by a RED label seen in Figure 4) before saving or leaving the page or you will lose all entered in data. You may also enter in any non-required information at this point as well or at any time by navigating back to the contact search screen.

Figure 4

Help with Contact Information Screen

If you have any questions about how to use this or any other screen check for a support document by clicking the “Help” menu on the top right of the screen then selecting “Online Documentation” (seen in Figure 5).

Figure 5