Adding New Client Contacts

Client contacts allow you to track multiple people or departments at a particular client. A client can have multiple contacts, which can be selected or added to the relevant transaction.

Add a contact to an existing client from the Client Overview section of the client details page. On the Contacts tab, click Create a New Contact:

From the add a contact screen, fill out the fields:

• FirstName - Contact first name
• LastName - Contact last name
• Email - Contact direct email
• Phone1 - Contact landline number
• Phone2 - Contact mobile number
• Position - Contact role/position
• Notes - Contact notes

Repeat the Create a New Contact process to add multiple contacts as required.