Creating a New Contact

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Applicable to Administrators

To create a new contact:

  1. Log in to the admin portal as an administrator.

  2. Click My Contacts or Global Contacts.

  3. Click New > New Contact.

  4. Enter the contact information.

  5. Click Save.

Note

  • Contacts created under My Contacts are private to you, and those created under Global Contacts are visible to all users in the organization.

  • To assign a contact to a group, you must first have the group(s) created. See Creating a New Group.