This document serves to guide you through the process of creating new contacts within the Contacts application. This will cover creating Business contacts.
To add a business to your Contacts, click on the Businesses tab. This is a separate table from your contacts and allows you to keep them organized as such.
To create a business contact, click on + New Business in the top-right corner.
Like with personal contacts, a menu will slide out from the right titled Create Business. The only required field will appear - Business Name. As you begin entering the name, the menu will expand and reveal a variety of new information fields for you to use. These include:
Street Address, City, State, etc.
Number of Employees
Social Business Page Links
It also includes a general description field where you can add any notes you would like about this business. Note that only the business name is required.
When you are satisfied with the business information entered, click on Submit at the bottom to complete the process. If you’d like to add another business, click on Create and Add Another.
After submitting, you will head back to the Businesses tab and see your new contact at the top of the table.
Congratulations! You now know how to add contacts to your Contacts application.
Important Note - You can expand the information stored in your contacts by accessing and editing the contact record within the application. This allows you to make further use of the platform by associating tasks and projects with the client so that you can review everything in one place.
You can learn more about how to expand your contact records here.