How to Create a Contact

Time: 2 minutes Difficulty: Easy Last Updated: 2026-01-15

Learn how to create a new contact and link it to an account in Sales CRM.

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Overview

This guide shows you how to create a contact (person) and link them to a customer account.

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Prerequisites

⚠️ Before You Begin: Make sure you have completed these prerequisites.

Prerequisite	Status	Guide
Account	[ ] Complete	Create an Account

💡 Don't have an Account yet? Start with How to Create an Account first. Contacts are linked to accounts, so you need an account to create a contact.

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Step-by-Step

Step 1: Navigate to Contacts

1. Go to Sales → Contacts
2. Or go to an Account → Click + Create Contact

Step 2: Click Create New

1. Click + Create button
2. Or use + Create from an account page

Step 3: Fill in the Form

⚠️ Prerequisite Check: Before filling in fields that reference other items, make sure those items exist. If you see a dropdown with no options, you need to create the prerequisite first.

Required Fields:

Field	What to Enter	Example	Prerequisite
Name	Contact person's full name	John Smith	None
Account	Select account to link	Acme Corporation	⚠️ Required: Create an Account first
Email	Contact email address	john@acme.com	None

💡 Missing Account dropdown? If the Account dropdown is empty, you need to create an account first. Contacts must be linked to an account.

Optional Fields:

Field	Purpose
Phone	Contact phone number
Address	Contact address
Description	Additional notes

Step 4: Save

1. Click Save
2. Contact is now linked to the account

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Related Guides

• Create an Account
• Create an Opportunity