Creating a Contact
1. Click on Contact or All and then Contacts
2. Click on Add Contact
3. Fill in your information - You will need to fill in the required fields marked with * and any other fields that you wish to fill in. Keep in mind, the more information you input now, the more time it will save you later on.
* By making sure to select the Account Name, you will relate this contact to the proper account. If this is a new account, click the plus sign on the right side of the Account Name.
Lastly, scroll to the top and click
Another way that you can create a contact is through the quick create icon on the top right.
With this method, you will only see some of the basic information that is set up in your summary view.
* Keep in mind, all customer contacts look a little different so you may see fields here that are not listed on your company's RepBox.