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.


  1. From the top navigation, click Contacts.


  2. Click New.


  3. Enter the general information and email address of the contact.


  4. Optionally select one or more designations of the contact and click Save.


    The new contact is displayed in the contacts list.