1. Adding a contact

1. Go to contacts + click “Add”
2. Select contact’s company. Once company is chosen, the list of existing contacts in the company will be shown on the right-hand side to prevent duplication.
3. When adding a contact, a unique email is required. When typing the email , warnings may appear in order to prevent duplication.
4. Complete all required fields and any optional fields. 
5. Assign the record owner (optional).
6. Click ”Save”

Once saved, you can add arrange tasks with the contact / upload a document or add the contact’s and company to a campaign as an inquiry, investor or project.