TIME REQUIRED: 5 MINUTES

YOU WILL NEED:

  • The Contact details

METHOD 1: ADDING A NEW CONTACT FROM THE CLIENTS PAGE

1.1) When on the Clients page, click on the Client name to view their record.

1.2) Select the Contacts Tab.

1.3) Click on the Add New Contact button.

1.4) Fill in the Contact information.

1.5) Click Save.

METHOD 2: ADDING A NEW CONTACT FROM THE TOP MENU

2.1) Hover over Contacts in your Top Menu.

2.2)  Click on Add New.

2.3)  Choose the Client name and Click Add Contact.

2.4) Fill in the Contact information.

2.5) Click Save.

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