Data Entry - Do you know how to create new Contacts?

Last updated by Brady Stroud [SSW] about 1 month ago.See history

Tip #1: Avoid duplicates - Search to see if the Contact already exists before creating it.

Tip #2: Generally you should be creating these from leads, as it speeds up the process.

NewContact
Figure: Bad Example - Click New, enter relevant contact information, and click "Save and Close"

Sales COntacts
Figure: Good Example - open the Account and create the contact from there

Adam Cogan
We open source. Powered by GitHub