How to create a New Contact

1. Navigate to Marketing > Contacts

2. Click the "New Contact” green button located at the top left of the page.

3. Enter all of the General information under Profile on the Add New Contact page.

4. Fill in the following fields, as applicable to your Contact:

• Prefix
• First Name
• Last Name
• Middle Name
• Suffix
• Email 1 (Primary)
• Email 2
• Home Phone
• Cell Phone
• Date of Birth

5. Click on the Addresses box to add the following types of addresses:

Home Address

• Address
• City
• Country
• State/Province
• Zip Code

Billing Address

• Address
• City
• Country
• State/Province
• Zip Code

Shipping Address

• Address
• City
• Country
• State/Province
• Zip Code

6. Click on the Company box to add this information:

• Business Name
• Position
• Address
• City
• Country
• State/Province
• Zip Code
• Work Phone
• Work Fax
• Web Address
• Existing Company

7. Click on the Misc box to add this type of information:

• Account Representative
• Under Contact Type you can choose the type of contact this person happens to be. You can also add more Contact Types.
• Under Lead Source you can choose how you found this contact. You can also add more Lead Sources.
• Under Industry you can choose the industry of this contact. You can also add more Industries.
• Under Rating you can rate type of lead this contact is currently. You can also add more Rating types.
• Communications - here you can choose how to communicate with this Contact.
• Email
• SMS
• Phone

8. Click the blue Save button.