The sales contacts

Antonella
Written by AntonellaLast updated 1 year 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.

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

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  • Click on New contact

  • Enter the contacts full name

  • Contact number

  • Email address

  • Select the documents they require

  • Save

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