Add a contact to an account

Contacts are individuals that belong to a particular account.  There are two ways to add a contact to an account.

To add a contact to an account via the account dashboard:

Find the account to which you want to add the contact.
In the Contacts panel on the dashboard select Add contact.
Enter your information and then select Add contact.

To add a contact to an account via the Contacts tab:

Find the account to which you want to add the contact.
Select the Contacts tab above the panels.
Select Add contact at the top right hand side of the page.
Enter your information and then select Add Contact.

On the Add contact template you can attach custom tags to each contact via the tags field.  This can help to quickly search for contacts with the same tag - Catering Supplier for example.

The Subscribed checkbox relates to whether the contact is subscribe to a Mailchimp mailing list.  To view information on Mailchimp integration click here.

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Updated on: 07/09/2020