Adding Contacts to Companies


To add a  Contact to a Company, please follow the steps below

  1. Open a Company Tab and locate a company record
  2. Select the Company you want to add the contact to
  3. ‘Right Click’ – OR – Click on the ‘More Actions’ icon and select ‘Add a New Contact to Selected Company’
  4. A new window will open allowing you to fill in the new contacts details
  5. Click on ‘Save & Close’

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