Create a contact

Create a contact to track a person you work with at one of your accounts.

Steps

1. Open Contacts from the main navigation.
2. Select Create (or New).
3. Choose the Account this person belongs to. This is required.
4. Enter the First Name and Last Name. Both are required.
5. Add any other details you have:
   • Email, Phone, and Mobile
   • Title and Department
   • Address information: address, city, state, ZIP, and country
   • Status (Active or Inactive) and Owner
   • A Description with any notes
6. Optionally turn on Portal Access to invite the contact to the customer portal (see Give a contact portal access).
7. Select Create to save.

After saving, you are taken to the new contact’s detail page.

Tip: If you start creating a contact from an account, that account is pre-selected for you. If you leave Status blank it defaults to Active, and a blank Owner assigns the contact to you.

See also: Contacts overview and Create an account.