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

1. Click the "+" button on the top-right corner
2. Choose Add Person, Add Organization, or New Opportunity
   
   
   
3. Fill out the relevant attributes about that Person, Organization, or Opportunity.
   1. 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.
   2. 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.
   3. Opportunity: Opportunity name and designated opportunity list are required. Associate the relevant people and/or organization contacts that are associated with the opportunity.
4. Click Create and you're all set!

Create new contact from a list

1. Click the blue "+" button
   
   
   
2. Type in the name of the person, organization, or opportunity.
   
   
   
3. Choose the Create option
4. Fill out the relevant attributes about that Person, Organization, or Opportunity.
5. Click Create and you're all set!