Creating New Contacts

To create a new contact record, follow these steps:

1. In the main tab menu or from anywhere within the application, click the Contacts tab

2. Click on new contact at the top right of the contact list

3. Enter the contact's information. Press the TAB key to move to the next field or click the mouse in the field that you would like to complete

4. To associate the contact to a specific company,

1. Select an existing company by clicking the magnifying glass and clicking on the company name to which you would like to associate, or

2. Add a new company by clicking the green plus sign and entering the company information and clicking save and close

5. Enter any custom information related to the contact. (Note: the custom bar will not appear if there are no custom fields that have been added on the contact document by your SalesNOW Administrator)

   1. Click Save & Close to save this contact and display this contact record, or

   2. Click Save & New to save this contact and start entering a new contact record, or

   3. Click Cancel to not save this contact and return to the contacts list.

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 New Records

Importing Contacts/Companies

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records