V3 Add Additional Contacts to an Account

To add an additional Contact to an Account, follow these steps:

  1. Go to CRM > Accounts
  2. Click the name of the Account you need to modify.
  3. On the Review Account overlay, click Edit.
  4. Under the Contact Information tab, click Add Additional Contact.


  5. Enter a First Name and Last Name.
  6. To enter additional information, click View More


  7. When you are finished making changes, click Save Account.
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