Adding a new Contact

1. Navigate to the ‘Add’ dropdown on the main menu, click ‘Contact’

   

2. Fill out the contact information

   1. If the contact belongs to a company already in the system, click the magnifying glass to insert it

      

3. Fill out the Mailing Address

4. Click ‘Submit’

NOTE: Only First and Last Name are required to move forward. You will have an opportunity to fill the other information in later.