How do I add contacts in employees?

Updated on November 10, 2016 05:19AM by Admin

The main thing to add contacts for employees is, App will consider customer as Company and contacts are referred as "Employees" working in that company. Here Employee's contacts (the contacts who are referred by this particular employee to business) are added and associated.

Steps to add contacts in employees

  1. Log in and access Employees app from your universal navigation menu bar.
  2. Create a new employee or select an existing employee to add contacts.
  3. You can view “Contacts” section as shown in the image below:
    image result for employees
  4. Click on "Create" button to create new contacts.
  5. If you want to select an existing contact, click on “Add” button.
  6. Search and select contacts that are to be added.
    image result for employees
  7. Click on “Add” button to add contacts.
  8. You can view the added contacts as shown in the image below:
    image result for employees
  9. You can also make any one contact as a "Primary Contact" as a point of contact to that company.

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