Keep the contact people for a business customer up to date so they can be selected in leads, quotes, jobs, orders, and conversations.
Open the business contacts
Open Contacts from the left navigation.
Find and select the business customer.
Select the Contacts tab.
The Contacts tab is available for business customers. Private customers use the contact information on their own customer record.
Add a contact person
Select Add contact.
Enter the person's first and last name.
Add an email address and phone number when they are available.
Enter a role, such as project manager or invoice contact, when useful.
Select Save.
The new person appears in the customer's contact list and can be selected in supported customer workflows.
Edit a contact person
Select the edit icon on the contact card.
Update the name, email address, phone number, or role.
Select Save.
Delete a contact person
Check that the person is no longer needed.
Select the delete icon on the contact card.
Deleting the contact removes it from the business customer's contact list. Use this only when the person should no longer be selected for new work.