✅ 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)
💡 Pro 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.
