Contacts: Adding a New Contact

When adding contacts to the CRM, you are given two options.

The first option will allow you to manually fill out a contacts information.

If you are adding more than one contact whose information is already stored elsewhere, you can opt to import these contacts.

Click the hyperlinks for guides on each of these options.

1. Click in the ribbon

2. Click CRM

3. Click Contacts

4. Click the in the upper right hand corner

5. Choose one of the following two options:

   • Add Contact

   • Import Contacts