Adding Contacts to Relationships

1.Navigate to "Relationships".

2.Find the Relationship that you want to add a Contact to, and click on it to edit that Relationship.

3.Navigate to the "Contacts" tab. This tab will display existing Contacts, and allow you to add new Contacts.

4.To add a new Contact, click the "New" button.

5.Complete the Contact form. Some fields are required, while others are optional. Required fields are marked with a red asterisk.

Here is a guide to help you understand each field, as you complete the Contact form. Self explanatory fields have been left without a description.

• Label - Labels are used to quickly and easily identify Contacts. You could use their job title, department, etc.
• First Name
• Last Name
• Email
• Phone
• Mobile
• Notes - Any additional notes that you would like to record against this Contact.

6.Once you have filled in the Contact Form, click 'Save' to add the Contact to the Relationship.

7.You can edit or delete an existing Contact by clicking on the Contact from the "Contacts" tab.

8.The "Delete" button will delete the Contact, while the "Save" button will update the Contact with any edits that you have made.