Create a New People record

Introduction

There are a number of ways to create new “People” records in your CRM. In this article, I’ll run you through the most common ones.

How to create a new People record

Create a New People record from anywhere in the CRM

1. Roll your mouse over -> Contacts -> People and then click the -> + to the right of the People menu
2. This will open up a new People record in edit mode
3. Enter data in the required fields
4. Enter any additional data
5. Click -> Save

Create a new People record using the “Quick Create” menu

1. Roll your mouse over the -> Quick Create menu, then select -> New Contact
2. This will open up the “Quick Create” new People window
3. Enter data in the required fields
4. Enter any additional data
5. Click -> Save

Create a new related People record from a Company record

We’ll assume you are already viewing a Company record in Detail view. If not you can do this by:

1. Go to -> contacts -> Companies
2. Click a record to view it

While viewing a Company record you can then create a new People record that will automatically be linked to the company record by taking the following steps:

1. Scroll down to the “Contacts” section
2. Click the arrow to the left of the word “Contacts” to open the Contacts section
3. Click the -> New Contact button
4. This will open up a new People record in edit mode
5. Enter data in the required fields
6. Enter any additional data
7. Click -> Save
8. You’ll be returned to the Company record once the contact is saved