To navigate to the Settings page, navigate to your User Name in the top right hand corner of the screen, then select the drop down arrow next to your User Name, select Settings from the drop down menu.
Once you’ve opened the Settings page, select Companies from the options on the left. Select the Company you want to add the Contact Person to.
Navigate to the Contact Person section of the page, and click ADD CONTACT in the top right of the Contact Person Section.
Now fill out all the fields with the relevant information
Name – First & Last Name for the Contact Person.
Position – The Position/Title for the Contact Person.
Email – The Email for the Contact Person.
Phone Number – The Land Line Number for the Contact Person.
Mobile – The Mobile Number for the Contact Person.
Relationship Holder – Select from the list of Users within your Company to display who is the key relationship holder for this particular individual, this may be a Manager, etc. (Refer to "How to Add a New User" guide on how to add Users)
Address Line 1/2/3 – The Address where the Contact Person works.
City/Locality – The City/Suburb where the Contact Person works.
Post Code – The Post Code for the City/Suburb where the Contact Person works.
State – The State where the Contact Person works.
A completed Contact Person may look like:
