Adding a Contact to a Customer

Step 1: From the navigation menu on the left, click on Customers under the Contacts tab.


 Step 2: Click on the customer you wish to add the contact to from the list, you can search for the customer using the search box at the top left as well.


Step 3: Click on Contact Info.


Step 4: Click New Contact


Step 5: A box will pop up where you can enter in your new contact details. Click Save when you are done.


Step 6: Your new contact will be entered into the customer details.