How to manually create a contact
You can create a new person, organization, or opportunity contact by following one of two methods:
Create new contact from the global navigation bar
- Click the "+" button on the top-right corner
- Choose Add Person, Add Organization, or New Opportunity
- Fill out the relevant attributes about that Person, Organization, or Opportunity.
- Person: First and last name are required. Email address is highly recommended to help Affinity auto-populate that person’s profile page with the relevant email/calendar interactions and associated organization.
- Organization: Organization name is required. Organization URL is highly recommended to help Affinity auto-populate that organization's profile page with the correct people and their email/calendar interactions.
- Opportunity: Opportunity name and designated opportunity list are required. Associate the relevant people and/or organization contacts that are associated with the opportunity.
- Click Create and you're all set!
Create new contact from a list
- Click the blue "+" button
- Type in the name of the person, organization, or opportunity.
- Choose the Create option
- Fill out the relevant attributes about that Person, Organization, or Opportunity.
- Click Create and you're all set!