Add a New Individual or Agent

You can easily add new individual contacts to your database by clicking Quick Actions in the header bar

From anywhere in the software, click the Quick Add Button in the header bar and select Add Individual.

Or, in the Contacts rail's All Contacts section, click the Add Individual button.

1. Complete the form.

1. Fill in the desired Contact Information: Only First Name and Last Name are required.
   1. General - First Name and Last Name are the required fields. All other fields are optional.
   2. Phone, email or website - once this field is entered, a drop-down list will be displayed to select further details, such as the type of phone number. If you wish to add additional phone numbers, emails or websites, click the + button. NOTE: If you are entering a website, and the web address begins with a number, include www.. If this is not included, the website address is interpreted as a phone number.
   3. Address 
   4. Business – you can associate the individual to an existing organization contact, or assign a new organization.
2. Click Done.