- Click the Modules icon and select Contacts.
- From the top-right corner, click the three-dot menu and select New Contact.
- Enter the required details for the contact.
- Company Name (required) — the name of the company.
- Categories (required) — move relevant categories.
- New Category — button to create a category that isn't already in the list.
Continue entering the remaining details, and once completed, click Submit to save the contact.
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