How to create a Contact

on 03 Dec 07

Type: Knowledge Base     Category: Contacts

To create a contact record in Leopard CRM, just follow these steps:

1. Click on the "New Contact" button on the top right hand corner of your screen.  You can also click on the "New" button under the browse contacts screen.
2. Enter the first name and last name of the person.  These are the only required fields for a person record.
3. If the person belongs to a company (this is optional), type the company name in the "Company name" field.
   
   As you type, Leopard CRM will search through existing companies to find a match.  It will show the results of the search in the "Company search" box.
   
   If you see the company name that you want appear in the Company Search box, then click on the company you want and it will place the name into the Company Name field and disable further entry.
   
   If the company name does not exist within Leopard CRM's database, just type the full name into the Company Name field and a new company record will be created automatically.
4. Once you have entered all the desired details, click on the "Save" button at the bottom of the screen.