Add New Contact

The Add new Contact screen allows you to add basic demographic information for your contact.

Contacts_-_Add_a_New_Contact_-_00.png

Click Add New Contact, fill out:

  • Name
  • Title
  • Company Address
  • Contact Information

Generate a User ID and Password from the Contact Summary screen once it is saved and email the information to the contact.

When adding a contact, complete all Required fields marked in red and click Save Information.

Contacts_-_Add_a_New_Contact_-_01.png

Once contact is saved you will have to close the new browser page that was opened when selecting to add a new contact.  If you need to save or assign a contact to a specific company you may want to edit the company first before adding a new contact. You have the ability to

  • Filter by accounts
  • Filter by carriers
  • Filter by leads 
  • Filter by opportunities
  • Edit the name 
  • Selecting a company name 
Was this article helpful?
0 out of 0 found this helpful