The Add new Contact screen allows you to add basic demographic information for your contact.
Click Add New Contact, fill out:
- 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.
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