If you want to transfer a contact in your phone book to Salesforce, please follow these steps:

  1. Choose to create a new account / contact / lead from the Plus button on the dashboard.

2. Choose phone book transfer by tapping on the Human symbol at the bottom

3. Choose the phone book contact that you want to add to Salesforce. For example, Ian Rider.

4. Type in any missing information and hit Submit.

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