Overview
You can easily add information about people associated with your clients. These are called contacts.
Create/Edit a Contact
In the following steps, we will create a new contact.
NOTE: You must have the administrative rights to create a contact. To check the role of your signed-in account, click here.
- From the top navigation, click Contacts.
- Click New.
- Enter the general information and email address of the contact.
- Optionally select one or more designations of the contact and click Save.
The new contact is displayed in the contacts list.