Click on Customers from the left navigation menu Click on the Customer you would like to add contacts to by either searching in the Search bar or selecting from the list of customers From the Summary View click on Full View located in the bottom right corner Scroll to the bottom of the Customer Details until you reach the Contacts section and click on Add Fill in the new contacts information and click on Confirm Your new contact has now been created
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How do you add new contacts within the customers you've created?

  • Click on Customers from the left navigation menu
  • Click on the Customer you would like to add contacts to by either searching in the Search bar or selecting from the list of customers
  • From the Summary View click on Full View located in the bottom right corner
  • Scroll to the bottom of the Customer Details until you reach the Contacts section and click on Add
  • Fill in the new contacts information and click on Confirm
  • Your new contact has now been created