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Contacts: Create a New Contact

Add a contact in APT by clicking on the + New button from the Contacts/Leads page.  You must add either a First Name or Last Name to save the new contact. 

 

📺 Click here to watch the video tutorial 📺

 

 

 

 

1.) From the left side menu, click on Contacts/Leads, and then click on Contacts/Leads again

 

 

          

 

 

 

2.) Click on the + New button

 

 

          

 

 

 

 

 

3.) Add their First Name and/or Last Name.  (You won't be able to save the contact if both fields are blank) 

 

            

 

 

 

 

 

4.) Add any additional info (email, phone, address, etc), and then click on Save & Close button

 

 

       

 

 

 

 

 

Now this contact has been created in your APT!

 

 

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