Adding Contacts to existing Customers

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Adding Contacts to existing Customers

Step 1:

Go to customer management
⦁ Select a customer account

Adding Contacts to existing Customers
Click on contacts
⦁ Click on the “+” icon to create a new contact

Adding Contacts to existing Customers
Fields marked in red are mandatory.

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”.

Adding Contacts to existing Customers
⦁ Click on Save to finish.
Adding Contacts to existing Customers

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