Articles on: General

How to create a user Contact?

You can add customer contact details as per your requirement. Click on the 'Add Contact' button under the 'Accounts & Contacts' option from the left navigation menu.



Here, you can enter the contact name, email address, phone number, etc. Additionally, you can choose the account to which you want to share this contact.

After selecting an account, you can select a specific group or the 'All Groups' associated with that account from the 'User Group' option. Click on the 'Create Contact' button.



Also, you can download your user contact details in XLS and PDF format.

Updated on: 10/07/2022

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