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This video and how to will teach you how to add a new contact to your database.  There are 2 ways to add a new contact.  One is to simply create a new contact from a blank slate.  The other is to copy a contact and edit the information that needs to be changed.  Both ways will be covered.

Printable PDF How To Guide for Creating a New Contact

Create a New Contact

Create a New Contact

There are 2 ways to create new contacts.  The first way is creating a contact from the beginning.  The second way shows how to copy a contact and edit the information that needs to be changed.

1) a) Click the New Contact button on the menu

b) Put in basic information and save as you go

If you do not and you put in too many characters into a field, you will lose all information not previously saved.

2) a) Click the Contacts tab

b) Open contact where there are multiple people at one company

c) Click the Duplicate Contact button and select Duplicate All

d) Change the name, title, and any other information that needs to be changed and click Save