Adding a New Contact

Step 1:

You can create a new contact by clicking the +Add button or going to the Contacts menu and clicking the Add Contact button.

Step 2:

Fill out the form with all of the contact's information. There are some required fields as well as some that are optional.

Personal - Full Name, Nickname, Email Address, Contact Numbers, Contact Role, Agent License Number, Website, and Address
Business - Company Name, License Number, Email Address, Contact Numbers, Website, and Address

Step 3:

Click the Save button.