Create a contact

Create a contact

Goal

This article explains how to create a new contact for an existing company in the system. You will open the company record, view its related contacts, and add the new contact on a new row.

Procedure

Step 1: Open the companies list

In the CRM menu, click Company. This opens the companies list.


Idea
Use the column filters or search to quickly find the company you need.

Step 2: Open the company record

In the list, double-click the customer you want to open. The company details page opens.


Idea
On touch devices, a single tap opens the company.

Step 3: Show related contacts

Inside the company, click Contact to display all related contacts.


Step 4: Add the new contact

Click on a new row to create a contact. Type the contact information in the available fields. Press Enter or Tab to confirm your changes in each field.


Continue adding information until the contact is complete. The new contact is saved and linked to the company.

Warning
Make sure to press Enter or Tab after each field to confirm your input. If you leave a field without confirming, your change may not be saved.
Idea
Common fields include first name, last name, email, and phone. Add only the details you have now; you can update the contact later.

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