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Adding New Contact and Company Records at the Same Time

There are two ways that you can add a Contact and a Company at the same time.

  • From the + Add menu, select Contact. Then, in the Company picker field, enter the name of the company. After that, select Create as a New Company to open up the Add Company screen.
  • On a saved company record, from the Actions drop-down, select Add Contact.
    • S-Release: Click the Select an Action button on a company record to add a new contact.