Create contacts
Before you create a new contact, ensure that it does not already exist.
To create a contact
- Click the Contacts tab, and click New.
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Complete the fields on this page, as needed.
In addition to the standard information, you can enter the following details about the contact:
Field Description Account Name When you create a contact from the Account page, the name of the account displays here. You can associate the contact with a different account, if needed. Dear Enter the greeting that can be used when writing to this person. For example, if the contact's name is Anthony Chamberlain, you might enter 'Mr. Chamberlain' in this field. Address Information This section displays the contact's mailing address and, if applicable, a secondary address. Description This field displays any additional information about the contact that is helpful to remember. -
Do one of the following:
- Click Save to save your changes and open the Contact page.
- Click Save & New to save your changes and create another new contact.
- Click Cancel to discard your changes.
The required fields display a red indicator. These fields need to be complete before you can save the record.
When you create a new contact, you are the contact owner. Contact security is inherited from the account. If a contact is not associated with an account, the contact is only visible to its owner.