Adding Contacts to existing Customers

You are here:
< All Topics

Step 1:

Go to customer management
⦁ Select a customer account

Click on contacts

⦁ Click on the “+” icon to create a new contact

Step 2:

⦁ Proceed to add “First Name”, “Last Name”, “Telephone” and “E-mail”.
⦁ You can also select the default “Salutation” for the contact and fill in additional fields like “Position”, “Cellphone” and “Fax” numbers.
⦁ If the contact that is being added is the default or main contact for the selected Customer Account, then click on “Main Contact”.

Click on Save to finish.