Add Client Contact

Add Client Contact

Marketing
Marketing

Created on: 08/16/2021 10:14 AM

  1. Click on Clients on sidebar
  2. Click on Client company name
  3. Add Contact through sending invitation
    1. Click on Send invitation
    2. Enter email and click send
    3. Client should get email with prompt to sign up
  4. Add Contact through entering contact details
    1. Click on Add contact
    2. Enter contact details and click save. Contact should get email if option to send email was selected otherwise notify contact using other means.

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