Rocket Matter Knowledge Base ContactsHow to add a Business Contact.

How to add a Business Contact.

1. Click '+ Add New' and select 'Contact'.

2. Toggle 'Business'.

NOTE: Once the Contact is saved, it cannot be changed to 'Person'.

3. Enter the 'Company Name' and 'Primary Contact'.

Tip: Use Copy2Contact to quickly capture Contact info from a document, email signature, or Internet directory. Use the drag-and-drop method, type, or paste information into this field.

4. If you'd like to add more information about the Business Contact, click 'Additional Information' to expand this section.

5. Lastly, select 'Save'.