Adding A New Contact to a Client

1. Navigate to a Client’s profile by clicking “Clients” (from the navigation bar) > Click your client
2. Scroll down to the bottom of the page and click on the Contacts tab
3. Click the green button with the white + symbol, . 
4. Enter the contact’s information.
   1. First Name
   2. Last Name
   3. Phone Number
   4. Extension
   5. Email Address
5. Decide whether or not this contact will be your Primary Contact for this client by selecting or deselecting the checkbox at the bottom. Click Save, . 

You have just successfully created a new contact!