How to add a contact and connect it to a client : Internal Portal

How to add a contact and connect it to a client Print

Created by: Leonardo Bellanzon

Modified on: Fri, 5 Jan, 2024 at 10:57 AM

On GRATIS click on the Clients module, on the left-hand side, and select the client the contact will be connected to. Go to Contacts tab and click Add

A new page will appear where you can add the contact details. Click Save.

Always put as many details as you can. You are going to be able to see the client this new contact is connected to.

If you click on the client you will be directed to Client’s general tab and the contact you just added should be visible on the Contacts tab.

Leonardo is the author of this solution article.

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How to add a contact and connect it to a client Print

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