Adding a Contact to a Company

Adding a Contact to a Company

  1. Start by making sure you are in the company record where you would like to add the contact. Then, click the “Magic Wand” tool in the upper right hand corner of your dashboard.

  1. After clicking the “Magic Wand” tool, click the red “New Contact” button from the list of options at the top of your dashboard.

3. A “New Contact” pop up menu should appear. This is where you can enter your contact’s first and last name. The Company Name should be automatically filled in if you created the Contact from the Company Record.

  1. Once you have filled in your Contact’s First & Last Name, you can click “Ok” and continue working within tracker.

 

You can click “Ok and Edit,” which will allow you to enter into the new Contact you have just created and add or edit any details about the contact.

 

You can also click “Cancel” which will cancel the creation of the New Contact.

 

  1. If you click “Ok and Edit” it will bring you to the new Contact Record where the information from the Company that you created the Contact from will automatically be filled in. This is where you can add any additional information to the contact.

If you add any information, make sure to click the blue “Save Only” button in the upper right corner of your contact record.

  1. If you would like to return to the Company that the Contact Record is associated with, click the green arrow on the right end of “Company Name.”

  1. From the Company Record, you can find the Contact you just created by clicking “Contact & Addresses” tab on the left menu bar, then scroll down to the Contact section.

 

 

If you need further assistance, please watch this video:

 


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