Adding a New Contact Against a Company Address

Overview  

The following video explains how to add a new contact against a company record. Step by step instructions are below the video.


Steps 

  1. Open the company record.
  2. Open the Address & Contact tab.
  3. Click on the Edit button.
  4. Focus on the address you wish to add the contact to.
  5. Click on the + New button above the lower contact grid.
  6. Add the contact details and the select the Mailing List for the contact.
  7. Click on the Save Company to save the changes.



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