Adding Contact and Account information

You can use the Contact/Account information view to add a new contact and account or to add a new contact to an existing account.

Select Account/Contact from the New menu to access the Contact/Account information view.

On this page you can:

• Add a contact to an existing account. See Adding New Contact for Existing Account
• Add a new contact and a new account. See Adding a new Contact and Account
• Add a new account. See Adding a New Account