Adding & Editing Contacts

How to Add a New Contact

To add a contact to your Network:

1. Navigate to the ‘Network’ page in the main toolbar.

2. Select the ‘+ Contact’ icon in the top-right corner. A window will open where you can input the company’s information, the primary contact’s information, and select a relevant Group (if applicable).

3. Once complete, click ‘Add Contact’.

How to Edit a Contact

To edit a contact in your Network:

1. On the ‘Network’ page, click on the row of the contact you want to edit.

2. Select ‘Edit’ in the top-right corner of the contact details page. A window will open where you can edit the company’s information, the primary contact’s information, and associated Groups.

3. Once complete, click ‘Save’.

Related Help Center Articles

For more information about adding Network Contacts, Groups, and more, check out the following help center articles:

• About Network

• About Groups

• Adding & Editing Groups