A "contact" profile should be used for people. A "company" profile should be used for businesses. To learn how to best utilize the Contacts Module, click here . |
To add a new contact:
Click on "Contacts"
Click on "New Contact" or "New Company," as applicable
Complete the form that appears, and click "save + done" to save the current record and close the form, or "save + add new" to save the current record and add another record
To edit an existing contact:
Click on "Contacts"
Search for the contact or browse for the contact by name under "contact list," and click on the contact's name
Click on "edit contact"
Make the desired changes and click "save + done"
To delete an existing contact:
Click on "Contacts"
Search for the contact or browse for the contact by name under "contact list," and click on the contact's name
Click on "delete contact"
Confirm your intent to delete the contact