Create a New Contact:

1. In the navigation sidebar, click + Create New
2. Select Contact
3. Enter a contact name and any additional details*
4. Click Next 
5. Add contact details (e.g., address, phone, social media) as desired*
6. Click Create

     Optional: 

• select Invite Contact to send them an email invitation link 
• select Create Another Contact to begin again
• select See All Contacts to review all

Invited Contacts are assigned the Client role by default.
You can choose a different role in Step 3 of the tutorial above, or later via Manage Contact Platform Roles.
Inactive contacts do not require a Platform Role.

*Required fields are marked with an asterisk