How to Add a New Contact
To add a contact to your Network:
- Navigate to the ‘Network’ page in the main toolbar.
- 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).
- Once complete, click ‘Add Contact’.
How to Edit a Contact
To edit a contact in your Network:
- On the ‘Network’ page, click on the row of the contact you want to edit.
- 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.
- 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: