Create Contacts

To create a new contact in TOTAL's contact manager:

  1. In TOTAL's Contacts PowerView, click Add Contact in the top toolbar.
  2. Indicate whether the contact is an Individual or Company at the top of the screen.  Then, mark the Contact Type(s) that apply to your contact.  Options include:
    • Staff
    • Customer
    • Client
    • Lawyer
    • Lender
    • Owner
    • Agent
    • Other

  3. In the Name & E-mail tab fill out your name, title, and e-mail address at a minimum.
  4. In the Work tab, select the company associated with the contact (if any) and fill out the contact information you have for the contact.
  5. If you need to keep some notes about the contact, click the Notes tab and type those notes into the provided box.
  6. Click Save to apply your changes.