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Contact Businesses
Rain avatar
Written by Rain
Updated over 5 months 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

Step 1:

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

Step 2:

Select Contact Businesses and fill out the boxes provided on the screen. Click the Create Business button to save.

Editing a Business Contact Information and All Contact Users Associated with the Business

Step 1:

Click the Business name.

Step 2:

Edit the information you wish to update.

Step 3:

Before saving the changes, scroll down and tick the box beside β€œUpdate all contacts associated with this business”, and click on Update.

Deleting a Business Contact

Step 1:

Click on the trash icon beside the business contact.

Step 2:

Type in the word Delete inside the box and click the DELETE button.

IMPORTANT:

Deleting a business contact means removing a business from all associated contacts. This cannot be undone so please be careful with what you are deleting.

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