Creating a New People Record
- Select People from the top navigation bar.
- Select New Contact.
- Select either Person or Company.
- For People Records, enter a First Name, Last Name, and/or an Email Address. Then hit Save.
- For Company Records, choose the Company Type, then enter the Company Name and Contact Email you use.
- Press Save.
As you start to type a name for a new record, Artful.ly will suggest similar existing records. This is to help you avoid duplicates in your database. If you see a record already exists for an individual or company, just abandon the form and click on the right name in the blue panel to go to that record.