Add and Manage Contacts

Add a Contact is the first step in the Quick Start process. Contacts must be added first because all projects must be associated with an existing contact. After completing this step, go to Create a project.

Add a Contact

To add a contact, click Create Contact from the Contact List (the first page you see when you log in) to open the Create Contact flow.

Step 1. Basic information

The first step in the flow is Basic information. Complete the fields and click Create and continue to move to the next step.

Step 2. Contact information

The second step in the flow is Contact information. Use these fields to enter details about the customer that can help you maintain a personal connection. Complete the fields and click Create and continue to move to the next step.

There is a 500-character limit for notes. 

Step 3. Contact Addresses

Step 3 in the flow is Contact addresses. You can save multiple addresses for each contact, allowing you to easily ship to any location your customer chooses.

Use the star icon () to identify the default address. This is the address that will be used for shipping. You can change this selection at any time, or you can edit the address in the shipping if it is a one-time change and you would like to retain the default.

Complete the fields and click Create and continue to move to the next step.

Step 4. Company information

Step 4 in the flow is Company information. This is the final step in the Create contact process. Complete the fields and click Complete. The Projects page will open, where you can start setting up plans for this contact.

 

Edit a Contact

You can edit contact information from the Contact Main Page, or you can locate the contact in the Contact List, then either click on the contact's name or click the More icon and select View Contact to open the Contact Details page.

Updated December 06, 2023 15:25