How do I add a new company employee to a contact?

From the Global Dashboard hover over Contacts

  1. Select either Search Contacts or Search by Trade
  2. Type the company name in the Search Box
  3. Select the Company Name
  4. In the companies contacts table select the ‘ ‘ button on the right hand side.
  5. Add Employee modal will launch
  6. Enter in the employees information
  7. Select the Done button
Add Employee
Add Employee 2