Creating a New Contact
Click + Add New > Contact (left-hand vertical menu),
or
Navigate to the Contacts page, then select + Contact.Fill in all relevant contact information.
Click Create Contact.
To invite the contact:
Click the ellipsis (…) in the upper-right corner, then select Send Invite.
Note: It's best practice to associate each Contact with at least one Account and define the appropriate relationship.
Adding a Contact to an Existing Account
Navigate to the existing Account.
Select the Contacts tab.
Click + Contact > New Contact.
Select the appropriate Relationship type (the contact's role related to the account).
(Optional) Check Account Owner if the contact needs additional viewing/editing privileges.
Fill in all relevant contact information.
Click Create Contact.
To invite the contact:
Hover over the contact record on the right-hand side and select Send Invite.