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Solution home Magnetic Learning Guides Contacts and Companies

How do I add a new contact or company? Print

Modified on: Wed, 29 Sep, 2021 at 4:52 PM



To add a contact or company follow these steps:

  1. Hover over the Quick Add menu at the bottom left corner of your screen.
  2. Click on contact or company depending on which one you want to create. We will use contact as an example.
  3. Add all your contact's details.
  4. Save.





Also see:

Fastest way to find contacts

How do I import data into Magnetic

Learn how to save your popular searches

See how to use data tables 




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