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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.

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