To begin you will go to contacts, and click on people

On the people page, click “add new” add new on the top right of the page

Fill Out the Add New Customer Form

When you click “add new”add new, fill out the necessary contact information.

In account type, you’ll choose if it’s a corporate account or an individual account.

For the company name, you have an option to search for previous companies here. You may be thinking about the company I want to enter is not there?

You type in the name to search, and if the company does not exist, we allow you to auto-create that company.

Once the form is completed you will click "add", and the organization and contact are now created.