• Select Sales
  • Select Customer
  • Click on 'Add Customer'
  • Enter a name for the customer
  • Select the customer type
  • Select who on your team to assign them to
  • The other fields are optional
  • Select the Contacts tab
  • Click on 'Add Contact'
  • Enter the contacts name
  • Select if they are the key contact
  • Select the best contact method
  • Click on 'OK' for Contacts
  • Click on 'OK' for Customer
  • Your customer and contact is now added