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Adding Customer Contacts
This guide provides instructions on how to add customer contacts within the CRM.
- From the left-hand menu, navigate to CRM, then select Customers.
- Locate the customer to whom you would like to add a contact.
- You may use the search bar located at the top right of the screen.
- Alternatively, click on the “Name” column header to reveal a search bar.
- Once the appropriate customer is found, click on their name to open the customer profile.
- Within the customer profile, navigate to the Contacts section and click Add Contact.
- A form will appear prompting you to enter the contact details. Complete the required fields, then click Save.
The new contact will now be saved under the selected customer and will be eligible to receive shared certificates.
