A Contact is an individual working at or connected to an Account.

You need to add at least one contact to each account to be able to create activities, opportunities etc.

There are two ways to create a new contact. Check them out below!

Option 1:

To add a new contact, head to the ADD button and select CONTACT.

2. Start with finding the account you want to add the contact to. Search in the top an select. You might have an account already prefilled, Cirrus automatically suggest the last account the visited, but you can change it if you need to.

Then complete with the information you have and click "CONTINUE"

3. You'll get an overview of your contact and you can add an existing title for your contact. This drop down feature is to keep contacts in the same title categories in order to e.g. be able to filter out all CEO's or Managers in a list. Hit SAVE and you're done!

Option 2:

You can create a new contact directly from an activity. Simply click on the drop-down Contact menu and select “New contact”.

Tips!
When you've created an account an automatic suggestion will appear to create a contact. 👇

For Cirrus 1

Step 1.

Head over to the Account that you want to add a contact to.

Step 2.

Click on the "Contacts" tab.

Step 3.

Fill in the blanks and then click SAVE