Adding a New Contact

Adding a New Contact

  1. To add a New Contact, click the “Magic Wand” tool at the top right of your dashboard. Then click the red “New Contact” button second from the left at the top of your screen.

  1. After clicking “New Contact” a New Contact pop up window will appear. Here you will add your contacts First and Last Name as well as Company Name. We recommend adding the Company Record in first so that the contact will be associated with that company.

  1. After entering in the appropriate information, click “Ok” to continue working within Tracker or click “Ok and Edit” to enter the New Contact record and add any further details.

If you need further assistance, please watch this video:

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