Creating a New Contact

The word "Select" in this topic is a "User Defined Variable" which can be changed from "Click" to "Tap" depending on the author's target delivery of desktop vs. Tablet, Phablet or Smartphone

Contacts are added from the Account Details screen. So before a New Contact may be added to the Salesbuilder application, you must first have created an Account.

To Create a New Contact:

From the Account Details screen, select Contacts.

Select New Contact.

Enter any pertinent information and possibly a photograph of the contact.

Select Save and Close.