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    Creating and Editing a Contact

    Successfully add a new contact manually and update their information.

    For: All Users
    Time: 2 minutes

    Instructions

    1

    Navigate to Contacts

    Click "Contacts" in the left-hand menu. This will open your smart list of all contacts.

    [SCREENSHOT NEEDED: Contacts menu highlighted in sidebar]

    2

    Add a New Contact

    Click the "+" or "Add Contact" button at the top of the screen. A slide-out panel will appear.

    [SCREENSHOT NEEDED: Add Contact button and slide-out panel]

    3

    Enter Contact Details

    Fill in the first name, last name, email, and phone number. Click "Save" at the bottom of the panel.
    4

    Edit an Existing Contact

    To edit, simply click on a contact's name in the list. This opens their full record. You can edit fields on the left side under the "General Info" tab.

    [SCREENSHOT NEEDED: Contact record view showing General Info tab]

    What Success Looks Like

    • The new contact appears in your Contacts list.
    • Edited information is saved correctly.
    Last updated: 10/1/2026