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The sales contacts
The sales contacts

Add contacts to your customer details

Jacqui Sullivan avatar
Written by Jacqui Sullivan
Updated over a week ago

Contact management can be accessed from Customers -> then from the list of customers. Locate your customer and go to the toolbar to the right, for the selected customer click on Other > Contacts.

This option allows invoices, reminders etc to be sent to one or more persons.

From here you can view, edit and create the data of the new contacts of each customer.

  • Click on New contact

  • Enter the contacts full name

  • Contact number

  • Email address

  • Select the documents they require

  • Save

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