You can add additional Contacts to a Client or Lead's Account. These Contacts are in addition to the Client and Billing Contact. Contacts are useful in situations where there is more than one homeowner or for a commercial property where certain people need to give you access to do a Job.
To add additional Contacts, use the following steps:
- Navigate to a Client Account.
- Click Add Contact.
- On the Add Contact overlay, enter relevant information. There are no required fields.
- Click Save.
- You can see all additional Contacts in the Contacts field.