Adding a Contact to a Company

From the main dashboard hover over Contacts

  1. Select either Search Contacts or Search by Trade

  2. Find the company you wish to add a contact to by either searching for or selecting the company from the table.

  3. Select the Company Name

  4. In the companies contacts table select the ' + ' button on the right hand side.

  5. the Add Employee modal will launch

  6. Enter in the employees information

  7. Select the Done button