Add Contacts to a Company

A company’s contact information tab, must never be blank. It should always have at least one contact information.

However, you can add multiple contact. And one of them can be designated any contact as primary.

1. After adding the company details in the 'General info' tab, click Contacts tab.

2. Click Add Contact button.

3. Add/Edit Contact window displays.

4. Enter the contact details in the respective fields. All the fields with a * alongside are mandatory.

   1. Contact's First Name and Last Name.

   2. Street and City part of the company address.

   3. Zip and State part of the company address.

   4. Company's Phone number.

• By default, address details are auto populated from the main address. However, you can change it further, if required.

• Click the 'Primary' toggle button to set the created contact as primary for the company.

4. After adding the contact details, click OK button to save it (see figure below).

You have completed adding contacts for the company as well!!

The tab at the top of the window shows the company name.

The asterisk symbol indicates that the changes are not saved yet as shown in Figure below

Now, it's time to save the company details.

To save the Company, Click the Save button at the top right corner as shown below.