Create a contact in the Smokeball web app

Learn how to create a contact directly from the Smokeball web app. 

  1. Select Contacts from the left menu.
  2. Select Add Contact.
    • Alternatively, you can click on the + icon in the upper left-hand corner and select Contact from the pull-down menu. 

  3. Select whether the contact you wish to enter is an individual person, business/organization, oor trust. Your selection will change the contact details fields in the rest of the window.

  4. Enter the contact's details.
    • You need to enter the contact’s name at minimum, but it is best practice to complete as many fields as possible.
    • You can use the Address Search field to find an existing address or to pull up autocomplete suggestions.
  5. Select Save.
Was this article helpful?
1 out of 2 found this helpful

Articles in this section