New Contact

Here is how you add a new Contact

STEP 1

Locate the Company

Remember that all Contacts and Users need to be put under a Company.If the Company that the Contactworks for doesn’t already exist under your Beeswax account then you'll need to create one which you can do by clicking on the New Company button.

You can locate the Company in two ways:

  1. By going to the Companies list page, or
  2. By searching for that company using the Global Search

Let's assume you'll do it the first way, by going to the Companies & People list page. Simply click on the Companies & People tab under the main navigation. You will be taken to a list of all existing Companies under your Beeswax account.

STEP 2

Go to Company page

Assuming the Company already exists,  find that Company in the list and click on the Company name.

This will take you to the Company details page where you will see a list of all existing Contacts and Users stored under that Company.

STEP 4

Add Contact

Click on the Add Someone button at the top right.

STEP 5

Add Contact Details

A sidebar window will appear where you can enter all of your Contact's details.

STEP 6

Save

Once done click on the Save button on the bottom of the sidebar window and your new Contact will be created and will then appear under that Company.