Step 1: Go to the Customers Tab
Click on the “Customers” tab in your main navigation bar.
Find the company you want to add a contact to.
Use the search bar or scroll through the list.
Click on the company name to open the Customer Profile.
Step 2: Add a Contact
Inside the customer profile, go to the “Contacts” section.
Click the “Add Contact” button (usually on the right side or top-right of the section).
A contact form will appear.
Step 3: Enter Contact Information
Fill out the contact details. Typical fields include:
Full Name
Title/Role (e.g., Dispatcher, Billing, Manager)
Email Address
Phone Number
Preferred Contact Method (optional)
Tip: Use specific titles like "Shop Manager" or "Fleet Coordinator" to make it easier to know who to reach out to later.
Step 4: Save the Contact
Once all info is filled in, click “Save” or “Add Contact”.
The new contact will now appear in the Contacts section of the customer profile.
You’re Done!
You’ve successfully added a contact to a customer. You can now:
Send emails or notifications directly to this contact.
Assign contacts to tasks or service alerts.
Edit or remove contacts anytime.
Need to Edit or Delete a Contact?
Click the contact you would like to remove.
Click the archive icon to remove them.
