A new Contact can be created by navigating to CRM–>Contacts, and clicking the + button at the top of the table.


You will then be taken to a page where you will be presented with several default fields to fill out for the new Contact. In addition to the required fields (Role, First Name, Last Name, Job Title, Email), you also have the option to assign the Contact to a Company (a new Company can be created using the “Add Quick Company” button), as well as upload an avatar for the Contact, and fill in other pertinent info such as phone number, address, etc.


Once you’re done, just click “Add” to save the new Contact.