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Article

Create a New Contact Record (Lightning)

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SummaryFrom the Contacts homepage you are able to create a new Contact record. 
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Create New Contact Record

  1. Select the Contacts Object.
  2. Select the New button on right side of the screen.

Navigate to Contacts Tab

Select Record Type

  1. Select the Contact Record Type that categorizes the individual and click next.
  2. Fill out as much information as possible. Creating a contact does require a Company and Last Name.
  3. Click save at the bottom of the pop up screen.

 

Up Next:

System Admins click here: Adding a New User (Lightning)

Not a System Admin?  Proceed to Pipeline Overview: Pipeline Overview (Lightning) 

 

 

 

 

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