Go to Contacts
From the left-hand sidebar, click Contacts.
Click “New Contact”
This opens the New Contact form.
Enter Contact Information
Fill in the required fields: First Name and Last Name.
Optionally, add Email, Phone Number, and Job Title.
Create a New Account (simultaneously)
In the Account field, start typing the company or organization name.
If the account does not already exist, click “Create new account” (you’ll see this option appear in the dropdown).
A new Account record will be created automatically and linked to this Contact.
Copy Account Info (optional)
Once the Account is linked, you can choose to copy the Account’s Email, Phone Number, and Address into the Contact record.
Click “Save”
Both the new Contact and its linked Account will now be saved.
✅ Result: You’ve created a new Contact and a new Account at the same time — the Contact will automatically appear under that Account’s Contacts tab.