How to Add a Contact
How to Add a Contact
To add a new contact:
- Go to the Administration tab.
- Click on Update Company Details.
- You will land on the Update Company Details page.
- Select the Contacts tab, where you’ll see your existing contacts and the Add Contact button.
- Click on the Add Contact button. This will open the Add New Contact pop-up.
- Fill in the following information:
- Contact Type (e.g., CEO, Manager, Finance, Technical)
- First Name, Last Name, Email, Telephone, Mobile, and Fax.
- If you need to add multiple emails, phone numbers, or fax numbers, click on Add Field to include additional entries.
- The mandatory fields include Name, Surname, Email, and Contact Type.
- Once all details are complete, click on the Save button. A pop-up will confirm that the new contact has been successfully added.
- Click OK
to dismiss the pop-up, and you will see the newly added contact listed on the page.