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Advanced Data Security

Contacts: Create Contact

CRM

Navigation 

General โ†’ Contacts โ†’ Add Contact 

Steps 

  1. Navigate toย General โ†’ Contacts.ย 
  1. Clickย Add Contact.ย 
  1. Enter contact information.ย 
  1. If it is a primary Contact, click the check box “Use as Primary Contact”ย 
  1. Clickย Save.ย 

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