Get started with contacts

Create contact records for people whose business information you want to maintain. A contact can be associated with a company customer or remain independent. A company can have multiple contacts and one of them can be designated as its primary contact.

A contact can include a name, pronouns, email addresses, phone numbers, mailing address, job title, company, responsibilities, and memo.

Open Menu, and then select Sales > Contacts. Search for a contact, select a result to view its details, or create a contact.

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