Navigation
8.1. Adding a New Contact
Documentation for 8.1. Adding a New Contact
8.1. Adding a New Contact
Documentation for 8.1. Adding a New Contact
8. ContactsUpdated: 4/8/2026
- Navigate to Contacts from the sidebar.
- Click + Add Contact.
- Fill in the contact details:
- Full Name
- Phone Number
- Select Company: Associate the contact with an existing client company from the dropdown list (optional).
- Role: Specify their role (e.g., "IT Manager," "Project Lead," "Financial Officer").
- Notes: Add any relevant notes about the contact (e.g., "Primary contact for billing inquiries").
- Status: Ensure the Active toggle is enabled if the contact is currently active.
- Click Add Contact.