Contact creation

2 min read

Overview

A Contact is a person associated with a customer’s company who you may communicate with regarding quotes, invoices, jobs, and other customer-related activities. Every Contact must be linked to an Account.

This article walks you through the steps to add a Contact to an existing Account.

Steps to Add a Contact

1. From the Account page, click Contacts in the Quick Links panel, or open the Contacts tab and click New.
2. Enter the Contact’s First Name and Last Name.
3. Check that the Account Name is populated. This links the Contact to the Account.
4. Complete the Communication Details:
   • Phone / Mobile: Enter the Contact’s phone number(s).
   • Email: Enter the Contact’s email address. Required — this is used to send quotes and invoices.
5. Click Save.

The New Contact form, with the Contact linked to the Account.

Note: You can also create a new Contact directly from the Quote screen without leaving the page. See Step 2 of the Quote to Job article for more information.

What’s Next

Once the Account and Contact are set up, you’re ready to create a Quote. See the Quote to Job article for the complete Quote → Order → Job process.