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How to Change/ Add Contact Address and Rep

To change or add Contact Information or Rep

Jennifer Rivera avatar
Written by Jennifer Rivera
Updated over 10 months ago

Start on your Main Vault Page


Add Contact Record

  • Click -> Manage Contacts

  • Click -> +Add Contact

  • Add necessary information in the correct fields

  • Click -> Add Contact, after everything has been added to save

  • Click -> Done

Your new contact should now appear


Changing Contact Details - Address

  • Click ->Manage Contacts

  • Click -> Edit

  • Make the necessary changes

  • Click -> Update Contact

  • Click -> Done


Contact details should now appear correctly


Deleting a Representative

  • Click -> Manage Contacts

  • Click -> The Trash Can

  • Click -> Delete Contact

  • Click -> Done

Rep should no longer appear


Add a Representative

  • Click -> Manage Contacts

  • Click -> +Add Rep

  • Start typing in the Rep - in Rep Field

  • Select the correct one in the drop down

  • Type in the Region

  • Click -> Add Rep

  • Click -> Done

Your Rep should now display

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