How to create a Person/Contact

on 03 Dec 07

Type: Knowledge Base     Category: Person

To create a person/contact record in Leopard CRM, just follow these steps:

1. Select "~ Add new person" in the main menu.
   
2. Enter the first name and last name of the person.  These are the only required fields for a person record.
3. If the person belongs to a company (this is optional), type the company name in the "Company name" field.
   
   As you type, Leopard CRM will search through existing companies to find a match.  It will show the results of the search in the "Company search" box.
   
   If you see the company name that you want appear in the Company Search box, then click on the company you want and it will place the name into the Company Name field and disable further entry.
   
   If you select the wrong company in the search box, just click on "Search again" to re-enter it.
   
   If the company name does not exist within Leopard CRM's database, just type the full name into the Company Name field and a new company record will be created automatically.
4. Select your region and referral source.  Although they are optional, these fields can be helpful in marketing to different segments of your contacts.  These lists can be edited by selecting "Administration -> System Options -> Edit Lists" from the menu.
5. Add contact details (eg: phone, fax, email) by clicking on the "New" button within the "Contact Details" section.
6. Add addresses by clicking on the "New" button within the "Addresses" section.
7. Once you have entered all the desired details, click on the "Save" button at the bottom of the screen.