Create a Contact

A "Contact" refers to the client or individual who serves as the primary point of contact for a sale. Contacts play a crucial role in the creation of leads, deals, and quotes. They are associated with "Organizations," and an "Organization" can have multiple contacts.

For instance, Joe Smith is a contact who belongs to the organization ACME Inc.

In this guide we will show you how to create a new contact

1. Click on "Contact"


2. Click "Add Contact"


3. Add contact info, billing address, and any other info you desire

You have the flexibility to add as much or as little information as you desire to your contact. You can choose to include multiple phone numbers, emails, addresses, dates, social links, and even additional custom fields.

Learn how to add custom fields


4. Click on "Save Changes"