Creating a Contact

To create a contact, navigate to the client details page by opening the list of clients and clicking a client. By default, you will land on the “Billing Contracts” tab, click on the “Contacts” tab, and then click on the “Create Contact” button.

After you click the “Create Contact” button, the “Create Contact popup will open, where you can define the contact's email, name, and phone number. Once you have filled out the relevant information, click the “Create Contact” button in the pop-up.