Difference between revisions of "Accounts/How to Add an Additional Contact"
From Commence CRM-Help
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::::::::5. Click on the '''Save Changes''' button to save your changes. | ::::::::5. Click on the '''Save Changes''' button to save your changes. | ||
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Latest revision as of 19:25, 7 June 2013
- 1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.
- 2. Click on the account name for which you wish to add a new contact. The Account detail window displays.
- 3. Click on the New Contact button in the secondary Related Info section at the bottom of the screen. The New Contact dialog displays.
- 4. Enter the first and last name of the contact and any additional information.
- 5. Click on the Save Changes button to save your changes.
Return to Accounts