From the Contacts page: select Add contact, choose the Account (required) and, optionally, the Location, then fill in the details.
From a record:
1. Open the account (Contacts tab) or the location (Contacts here).
2. Select Add contact.
3. Enter a First name. Last name, Title, Email and Phone are optional.
4. At a location, you can turn on Primary contact for this location.
5. Select Add contact.
On the prospect's page, select Add contact. Turn on Decision maker for the person who approves placements. When you convert the prospect, its contacts move to the new account.
• Edit the name, title, email, phone and notes. Changes save when you click away from the field.
• Primary contact for this location: the main person at that site.
• Decision maker: the person who can say yes.
• Opted out of email: records that this person doesn't want email.
• Contacts page: the Contacts page lists everyone across your company.
• Logging calls and visits: pick the contact under Spoke with, and you can make them the primary contact at the same time.
• Bulk-add contacts: use [Import customers, contacts and assets].