Add consultants on a Contact

Add consultants on a Contact

This file will guide you through managing the consultants that are attached to a contact.

  • Locate the contact
Info
See "Search Contacts" for help on locating your contacts
  • Click on the green Edit Contact button in the top right

  • Click on Contact Settings on the left
  • To add a consultant select the "+" button
  • Start typing the name of the Consultant in the field below
  • Select the Consultant from the list
  • To remove the consultant select the "x" button
  • Click on the green Save Contact button on the right