Create New Contact
Step 1 - Click [Contact] in navigation bar. |
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Note: if the link not included in navigation bar, click Search button then enter customer into search box then select the link |
Step 2 - Click [New] to create new Contact |
Step 3 – Enter Contact information. |
Enter Name and Address Enter other remaining fields if needs. |
For more information, please see Create Business Contacts - Business Central | Microsoft Docs
Create Opportunity from Contact Card
User can select Create Opportunity from Contact Card if needs.
Select Process, Create Opportunity...