Contacts allow you to manage people you work with. You can use them to send emails, share reports, or save details for easy reference. Contacts are private to your account and only visible to you.
When you are logged in to Associate, and on the Admin Portal, click on Contacts on the left-hand side:
Click the Create Contact button:
You'll go to the Create Contact page where you can enter first name, last name, email, phone number, company, select an existing contact list, and add any notes.
Note: Contacts are private to the account that creates them and will not be visible to others in your organization.
Click on Create at the bottom to save the contact and return to the Contacts page.