Creating a Contact

Creating a Contact

In this article, you will learn how to create a contact in the Sales app.  

How to Create a Contact in Sales

Please note that you must have at least one account created before you can add a contact.  

1. From the desktop, open the Sales app. Click on the + New page button.  

2. Click Add a New Sales Contact.  

3. Select your property, account, salesperson, enter the contact name and job title, add the address (or confirm if the same as the account), and enter other contact information.  

4. Click the green Create Contact button.   

 
Creating an Account

Creating an Account

Creating a Group Block

Creating a Group Block