Articles in this section

Can I add multiple contact person to one clients(Person or Organization)?

Yes, this is available for clients.

  1. Open the client's profile.
  2. Scroll down to the Contact persons section.
  3. Click Add a contact person.
  4. Enter their Name, Email, Phone, and Role (e.g., "Billing Manager").
  5. You can mark one person as the Default contact person using the star icon.

 

Was this article helpful?
0 out of 0 found this helpful