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

All CollectionsCRMCustomer Information and History

Need more than one person assigned to a customer profile?

Written by Stephen O'Hara

Updated over a year 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.