How to Setup and Manage Contacts

Step 1. Go to client accounts and choose a company from the list.

Step 2. Click on contacts. 

Step 3. You can add or manage contacts on this page. Click on + ADD CONTACT to view the form.

Step 4. Fill in the form. You can use the label to organize groups within the company. Click save to finish. 

Step 5. You can edit a contact by mousing over to the pencil icon. Delete a contact with the trashcan icon. Click the labels to the far left to filter and sort through contact groups.