Creating a Contact Record

Market: Federal/State/Local, House, Senate

Description:  These instructions teach users how to create a contact record in IQ.

1.Navigate to Contacts > Find Contacts > Find or Add a Contact.

 

2. In the Find Contact pane, enter contact information and click Find Existing Contacts to determine if the contact record exists in IQ.

 

 

3. A set of results is displayed on the right page.  If the individual’s information is not found, click Add Contact.

 

4. The Add Contact window appears. Complete the fields as needed.

5. Click Add & Exit.

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