How to Add New Individual Contact to a Business

Adding an individual contact to a business record helps you organize and manage business relationships more effectively. This feature allows you to associate a person with a specific business, making it easier to track communication, activities, and interactions in one place. Follow the steps below to add a new individual contact to a business record quickly:

To Add New Individual Contact to a Business

• Search for and select the desired business contact record.
• Open the business contact record to view its details. Click the "More" button, and from the dropdown menu, select "Add Ind. Contact."

After selecting this option, the standard contact form will open, allowing you to enter the individual contact's details. Once you save the contact, the contact will be linked to the business record.

That's all about adding new individual contact to a Business. If you encounter any issues or have any questions, don't hesitate to reach out to our support team.