Data Entry - Do you know how to create new Contacts?
Updated by Brady Stroud [SSW] 1 year ago. See history
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Tip #1: Avoid duplicates - Search to see if the Contact already exists before creating it.
Tip #2: Generally you should be creating these from leads, as it speeds up the process.
❌ Figure: Bad Example - Click New, enter relevant contact information, and click "Save and Close"
✅ Figure: Good Example - open the Account and create the contact from there