SOP | How to Add Contact

Purpose & Overview

This SOP explains how to create a new contact within the system when an existing contact cannot be found in the contact list. It ensures that all users can properly add and document new contact information to maintain accurate records.

Step-by-Step Instructions

1. Navigate to the Contacts page.

2. Confirm that you cannot find the contact by using the search field at the top of the page.

3. In the top right corner, click Create Contact.

4. Enter the following required fields:

   • Email

   • First Name

   • Last Name

5. If an alert appears indicating that the contact already exists, review and confirm before proceeding.

6. Optionally, complete any additional information fields to provide more context or details about the contact.

7. Save the new contact record.

Video Walkthrough:

Troubleshooting & FAQs

Q: What if I receive a message saying the contact already exists?
A: Check for spelling variations or duplicates. If confirmed as the same person, do not create a new record — update the existing one instead.

Q: Do I need to fill in all fields?
A: Only email, first name, and last name are required, but filling out additional information helps maintain richer data accuracy.

Ownership

Technology Manager