Course: How to add a Contact in Sugar

Audience: Users who are adding Contacts in Sugar

Prerequisites: Username and password and Contacts information

Who this applies to: Users who are adding contact information in Sugar

After logging into the Suite and accessing your CRM module...

 1.  Under the Shortcuts Menu Select Create Contact

2. Enter the Contacts information

• First Name

• Last Name

• Click Select and search for the account name

• Enter the Team this contact is associated with

• Enter who this Contact is Assigned to (part of your company)

3. Enter the phone and fax numbers for the client (if applicable)

 4. Enter the Contacts address information

• Email address

• Primary address

• Description of contact

• Click Save

Finished Contact page