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How do I create or add other contacts to a customer profile?
How do I create or add other contacts to a customer profile?

Need more than one person assigned to a customer profile?

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Once you’ve created your Customer Profile you can add any additional contact information that may be associated to the customer. To add a contact, within the customer profile, select Customer Contacts tile, then press the 'Add' button in the top right. You can fill out necessary fields to create the additional sub-contact record.

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