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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 11 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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