1. From the
Create menu
2. Then under
People navigation bar, click
Contact for new account.
3. In the
Personal Info section, do the following:
a. In the Account Type selection, choose the type of the account.
b. Enter the Account Name.
c. In the Account Contact Type selection, choose the relationship of the contact to the account.
d. Contact’s Title (optional)
e. Contact’s Salutation (optional)
f. Contact’s First Name (optional)
g. Contact’s M.I. (optional)
h. Contact’s Last Name*
4. Use the
tabs at the bottom of the
Edit/Add Contact page to add, edit, or view additional information related to the contact.
5. Click the
Save button to save the contact information.