Adding a new individual

To add a new individual, perform the following steps.

1. At the top-left of the page, click Contacts.

2. On the Contacts page, click the Individuals tab.

3. Click + New Individual.

4. In the New Individual dialog box, enter the following details:

   1. First Name

   2. Last Name

   3. Email

   4. Job Title

   5. Individual Type

   6. Related Organizations

   7. Phone

   8. Address

   9. Notes

5. Click Save.

   1. A message is displayed indicating that the individual is created successfully.