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" in the main left menu
2. Click on "Add Contact" button
3. Enter the contact information and any additional details you want
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.
The only required field is the contact’s name; all others are optional.
Learn how to add custom fields.
