On the Contacts list screen, click the Add a contact icon.

The Add contact page appears with the relevant fields.

Here we enter the details of the contact. Some things to note:

• A contact need not always have a primary account.
• The Related as field shows relationship between the contact and his/her primary account.

Sometimes you might want to add personal contacts into the system. In such cases, you can check the "Is private" box. Private contacts have no associated territory and are visible only to the user who entered them.

There are three different addresses that can be entered for a contact: Work, Home and Other. One of these addresses should always be selected as the primary one. This will the address that is displayed in the main contact list page.

The different phone numbers that can be entered for a contact are Work, Mobile, Home and one more other number. If you want to change the contact’s primary phone number, for example, from Work to Mobile, a popup appears, informing that the other phone which was checked as the primary number will now be unchecked.

Clicking the OK button, now makes the mobile phone number as the primary phone number for the contact.

The Save button saves the changes and returns to the main list. Clicking Save and add saves the current contact and returns to the add contact screen, so that you may add another contact.

Sometimes there may be another contact in the system with the same name. In such a case, a popup appears, alerting the user that there is already a contact with the same name. Duplicating the same contact record can be eliminated in this manner.

From the main contact list screen, we can check if the details of the new contact have been saved in the system. Select 'L' from the alpha ribbon.

The new contact, Mr. James Last in territory California appears. As there was another contact already in the system with the same name, we see both contacts one below the other.