How to Add a Contact

How to Add a Contact

To add a new contact:

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

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