There are 2 ways to add contact records into Connect, either individually, or in bulk using our import contacts feature.

Adding individual contacts

To add a single contact to Connect go to the contacts list and click 'Add Person'.

Add the contact’s first and last name, if you add a Company name, a separate Company contact record will be automatically set up for you.

Click on the 'Add More Information' link to expand additional contact information fields e.g. address, phone number, email address, website etc.

Editing/deleting a contact

Find the record that you want to modify using the 'person or company' search. In the contact record you will find the buttons to edit or delete the record.

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