Rocket Matter Knowledge Base ContactsHow to add a Business Contact.

How to add a Business Contact.

1.  Click '+ Add New' in the top right-hand side of your screen and select 'Contact'.

2. Click the 'Business' toggle.

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. Simply drag and drop, paste or type the contacts information into this field.

4. If you'd like to add additional information to this business contact, click 'Additional Information' to expand this field.

5. Click the green 'Save' button to save the entered business contact information.