How to create a New Contact Print

In this article we will show you how to manually add a new record to your Contacts management section.

• Navigate to Marketing > Contacts
• Click the "New Contact” green button located at the top left of the page.
• Enter all of the General information under Profile on the Add New Contact page.
• Fill in the following fields, as applicable to your Contact:
  • Prefix
  • First Name
  • Last Name
  • Middle Name
  • Suffix
  • Email 1 (Primary)
  • Email 2
  • Home Phone
  • Cell Phone
  • Date of Birth
• Click on the Addresses box to add the following types of addresses:
• Home Address
  • Address
  • City
  • Country
  • State/Province
  • Zip Code
• Billing Address
  • Address
  • City
  • Country
  • State/Province
  • Zip Code
• Shipping Address
  • Address
  • City
  • Country
  • State/Province
  • Zip Code
• Click on the Company box to add this information:
  • Business Name
  • Position
  • Address
  • City
  • Country
  • State/Province
  • Zip Code
  • Work Phone
  • Work Fax
  • Web Address
  • Existing Company
• Click on the Misc box to add this type of information:
  • Account Representative
  • Under Contact Type you can choose the type of contact this person happens to be. You can also add more Contact Types.
  • Under Lead Source you can choose how you found this contact. You can also add more Lead Sources.
  • Under Industry you can choose the industry of this contact. You can also add more Industries.
  • Under Rating you can rate type of lead this contact is currently. You can also add more Rating types.
  • Communications - here you can choose how to communicate with this Contact.
    • Email
    • SMS
    • Phone
• Click the Save button when you are finished.