How to create a user Contact?

You can add customer contact details as per your requirements.

1. Click Contacts from the left navigation menu.

2. After clicking on it, Click the Add Contact button.

3. Enter the required details such as Contact Name, Email Address, Phone Number, and other relevant information.
4. You can also select the Account with which you want to associate the contact.
5. Click **Create Contact **to save the details.

6. You can download your contact details in XLS and PDF formats as needed.

Updated on: 02/17/2026