Create a Contact Person

You can include the contact information of key people you will reach out to in a contact company's record.

To create a contact person:

1. Under the CRM menu section, go to Contact Companies » Information tab.
2. Use the search filter and/or the Search field to select a contact company.
3. Click the Contact Persons sub-tab.
4. Click + Add Contact Person.
   A new contact person line appears.
5. Enter the name of the new contact person.
6. Enter the contact person's position or select an option from the drop-down list.
7. Enter a phone number.
8. Enter an email address.
9. Click Save.