Creating New Contacts

To create a new contact record, follow these steps:

1. Tap Contacts on the tab bar. If the Contacts tab is not visible, tap More, and then tap Contacts
2. Tap + to create a new contact record.
3. Enter the contact's information. (Note: the contact's last name is a mandatory field).
4. To associate the contact to a specific company, tap the Companyfield and either:
   1. Select an existing company by tapping the company name to which you would like to associate.
   2. Add a new company by tapping the +and entering the company information and then tapping Save
5. Enter any custom information related to the contact. (Note: the custom fields will not appear if there are no custom fields that have been added on the contact document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
6. Once you have completed entering all of the data into the contact record, tap Save to save this new contact record.

Note: When a contact is associated to a company record, the company address and phone numbers will automatically be entered onto the contact record.

See Also:

Creating Records

Creating Contacts from iPhone Contacts

Importing Contacts/Companies

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records