To create a new contact, follow the steps below:
From the left navigation panel, click New.
Select Contact.
A form will appear where you can enter the contact details. Make sure to complete all mandatory fields, including:
Email
First Name
Last Name
Parent Firm
You may also fill in the optional fields to provide additional information about the contact.
Note: If you want to associate the contact with a product or a strategy, in addition to selecting the parent firm, be sure to specify the product name under Associated Product or strategy name under Associated Strategy.