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  1. Navigate to an Account and find the Contacts related list (screenshot 1)

  2. Click New

  3. Some details will be populated automatically; fill in the rest of the details

  4. Make sure the following format is followed when created a new Contact:

    1. First and Last names must begin with a capital letter, followed by lower-case letters

    2. The drop down next to the first name should be populated with the contact’s title

    3. The phone number must be stored in the following format: +00123456789 (plus sign + country code + number, with no spaces in between)

  5. Click Save

  6. If there is a 'Duplicates for Contact' error message:

    1. 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

    2. 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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