How to Create a Contact
1. In the Home/Individuals tab select "New" Or click on Home/Individuals then on that page click "Add New Individual Contact"
Or
2.After clicking on "New" or "Add New Individual Contact" it brings you to the Create New Individual Contact page. From here you want to add in all the general information . First name, Zip Code and Date of Birth is mandatory to run a proposal.
3. Once you entered all the information as needed select "Create Contact" .