- Users to enter all the required information correctly in order to Create new contact
- If the user presses the orange “Add New” button, “Create new contact” popup will appear
- To add new contact, users will be required to enter First Name, Last Name, Email, Select (Yes/No)if the person is already an account?, Company Name, Company phone, City, State, Zip Code and Country
- Once user click Save, the system will validate the entered information
- After putting all the required information correctly and clicking the “Save” button, new contacts will be created and go in the ‘leads’ category.
- If select (Yes) if the person is already an account, move the contact into the Accounts category
