Contacts

Add New Contact

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Add Contact to existing Customer

  1. Click on ‘CUSTOMERS‘ option located on the sidebar menu (left-hand side of the screen).
    You can also use a shortcut menu. Just click  eye symbol under the Customers shortcut.
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  2. Hover the cursor over the Customer, and click Contacts.
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  3. Click New Contact button.
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  4. Fill in Contact details (First Name, Last Name and Email fields are required), select additional options, and click SAVE button.
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Add Customer with Contact

Please follow this guide: Add New Customer with Contact

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