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Add a New Contact

Making a new entry for a company and its members.

Martin Sawicki avatar
Written by Martin Sawicki
Updated over 6 months ago

Company Contacts are used in task notifications and allow the user to quickly choose contacts to notify without knowing their specific contact details. Here's how you add a contact (and/or company)

  • Begin by navigating to Contact Manager under Manage on the side menu

  • Click the appropriate button to open the new company/contact modal

  • Add New Company and Add New Contact are shown if you do not have any companies added, or contacts within a company

  • Otherwise, click the relevant "+" add button

  • Fill in all the relevant fields and click Save

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