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 appropriate.
Depending on your experience, either an asterisk or a red bar indicates a mandatory field. These fields need to be complete before you can save the record.
Complete the fields on this page as appropriate.
Contact information details Salutation
Select a salutation for the contact.
First Name
Enter the contact's first name.
Middle Name
Enter the contact's middle name.
Last Name
Enter the contact's last name.
Title
Enter the contact's title within their organization.
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. Account Name When you create a contact from the Account page, the name of the account displays here. You can select a different account, if needed. Contact Owner
This is the owner of the contact. By default, the user creating the contact is the owner.
Email and Phone details
Phone, Mobile, and Fax
Enter the contact's phone numbers.
Email
Enter the email address for the contact.
Email Opt Out
Select this option if the contact does not want to receive email correspondence.
Address information details
All fields Enter the contact's mailing address and, if applicable, secondary address. Comments details
Description Enter additional information about the contact that is helpful to remember. System information details
Created By
This is the user who created the contact and the date and time of the creation.
Last Modified By
This is the name of the user who last updated the contact and the date and time of the update.
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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.
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.