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Navigate to an Account and find the Contacts related list (screenshot 1)
Click New
Some details will be populated automatically; fill in the rest of the details
Make sure the following format is followed when created a new Contact:
First and Last names must begin with a capital letter, followed by lower-case letters
The drop down next to the first name should be populated with the contact’s title
The phone number must be stored in the following format: +00123456789 (plus sign + country code + number, with no spaces in between)
Click Save
If there is a 'Duplicates for Contact' error message:
If the contact you are trying to create is a duplicate, please use or update the existing contact instead of creating a new one follow the procedure below
If the contact you are trying to create is not a duplicate, tick the 'Disable Duplicate Check' checkbox (screenshot 2. 1) and click Save
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Manage the Contacts Watch List
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