Adding a New Contact

To Add a New Contact Manually:

  1. Click on "Contacts" in the main navigation bar.
  2. Click on the "Add New Contact" button.
  3. Enter the person's name, company, title and email information and select any Tags you want to apply to the Contact.
  4. Click "Save".

This brings you to the Contact details page, where you can add/manage additional information for this Contact, including:

  • Email addresses
  • Phone numbers
  • Websites
  • Physical addresses
  • Note
  • Tags
  • Files
  • Account access/permissions

You can also add new contacts in bulk by importing them from a file or importing them from another application.

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