How to Add a Business Record

How to add a new business record

1. Click on Add Contact on the right side of your screen.

2. Once you are in the Add Contact screen, you should add the name of the business (leave First Name and Last Name blank) and information needed in the blank fields then select Add Contact.

3. Next, you will select Contacts from the left menu, find the new business record which was created and select 'Edit Contact.' Fill out the rest of the business record and select 'Update Contact.'

4. You will have your Business Contact Record created.