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