Have you met a new contact? Awesome! Just follow the steps below to learn all about contacts and how to manage them easily.
What are Contacts?
Contacts are individuals directly dealing with the end-customer. A Contact represents people associated with the Account with whom your business deals with. Each Contact has its own parent Account, email address, phone number, etc.
Details associated with a Contact may differ from the ‘Accounts’ record. Hence, the details are stored separately.
Create a New Contact
Step 1: Go to ‘Contacts’ page and click on ‘+New’ button on the top-right corner.
Step 2: From the “Add New Contact” window, add the information in each box. The fields for ‘Last Name’ and ‘Account Name’ are mandatory.
Step 3: We are almost near the finishing line! After entering all fields, click on the ‘Add’ button.
Step 4: Finally! we are at the last step. Here a dialog box will appear there indicating the successful creation of Contact.