HOW TO  add a contact

Step 1

From your dashboard, you can click on “Companies” in the boxes across the top, or “Companies” in the left-hand menu.

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Step 2

From the Companies page, simply click on the company you need to edit.

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Step 3

From the Company Detail page, click on the “+” in the Contacts section.

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Step 4

Enter the First Name, Last Name, Email, and Phone Number, then click “Submit.”

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