For business accounts, there are typically one or more contact persons with whom you are in touch for various reasons. Enter multiple contact persons responsible for orders, deliveries or invoices to make sure you address correspondence selectively.
- Stay on the
General tab in the side navigation. - Go to the list of
Contacts at the bottom of the input window and select 
Add New. - Alternatively, go to the Contacts tab in the side navigation and click on Add.
- Enter the title, name, telephone extensions or personal email addresses and the position of the contact person in the list to direct inquiries to the right person.
Enter "Diverse" in the "Title" field to use only first and last names in the address of a letter/email. The automatically generated, gender-neutral letter salutation is then rendered as "Hello first name last name". - If you use the list of contact at the bottom of the page, you also have the option to Add > New from template. This will take you to the Search contacts dialogue, where you can select existing Contacts from other Accounts.
- Tick the box in the second column to select a contact person as your Primary contact for that account. You can only define one primary contact.
Save your input by clicking on the icon in the top left-hand corner of the input window (Ctrl+S). The new contact person is now available in the picklist when you create records for this account.
