Businesses
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Written by Rain
Updated over a week ago

Contact Business

One of the benefits of this feature is that you can store all your business contacts in a cloud-based system. You and your team will be able to view the contact information immediately, as soon as it is saved.

Adding a Business Contact

  1. From the left sidebar, hover your mouse over the hammer icon and click Filters.

  2. Select Businesses and fill out the boxes provided on the screen.

  3. Click the Create Business button to save.

Note: To delete a business, it can be deleted by clicking the πŸ—‘ icon.

Editing a Business contact information and all contact users associated with the business

  1. Click the business name.

  2. Edit the information you wish to update.

  3. Before saving the changes, scroll down and look for the β€œUpdate all contacts associated with this business” and tick the small box.

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