Steps
Go to the Project tab
Click Contacts on the left sidebar
Click New
Select contact type: Company or Individual
Select the contact role/type
Fill in required fields (marked with red stars)
Add additional contact information
Click Save
Important Notes
Project contacts are project-specific—they do not appear in other projects
Required fields must be completed to save
You can export the contact list from this screen
Contact Types
Clients
Contractors
Consultants
Vendors (project-specific)
Other roles as needed
Related Features
Adding Reps to Vendors
Submit Individual Specs Through Client Portal
Send Batch Specs to Client Portal