Create and Manage Contacts

To create a New Contact in MarketSharp M, first click on the Contacts tab.

Most of the time, new contacts start as leads. For this reason click on Leads Record View.

From Leads Record View click the Add New Lead button.

The first step will be to Check For Duplicates. Most often you will only want to search for the First Name and Last Name.

Once the First name and Last Name are entered, click the Check for Duplicates button.

In this example, the contact is already in the database. Click on their name to go to their Contact Record. If the new contact is not in the system, click the Create New button.

From here, enter the contact information. When finished, click Save or move on to the next step by clicking Save and Add Inquiry.

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