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How do I create a contact?

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Follow these steps to create a contact:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts
  5. Click +Add Contact.
  6. Fill out all the necessary fields.
    • You can fill out only the mandatory fields (marked with *) or all the essential fields. 
    • Click View full form to see all the fields.
  7. Click Save.
To learn about other ways of creating a contact, click here.
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