Creating a Contact in your CRM is really easy, and can be done by selecting CRM from the menu running across the top of your Formitize Web Portal, and then selecting Contacts.
From this page you can see a list view of all of the Contacts stored in your Formitize Account.
To create a new Contact > Select + New Contact > Enter all of the necessary details > Save.
Related information regarding the CRM
The next step to set up your account is customizing your invoice settings, learn more here.