How do I add a contact to a client?

Learn how to add contacts to your clients.

Written by AndreiLast update 1 year ago

Each client can have one or multiple contacts. Those are stakeholders (PMOs, sponsors, vendors, etc.) that need to be aware of the project's progress. In order to add a new one, you need to go to the desired client in the Clients module:

These contacts can be used when sending estimates, invoices, or late payment reminders. You can also add notes and grant them access to the client portal.

NOTE: Only admins can add contacts.

NOTE: If you've marked someone as the main contact for the client, you'll notice them after the green highlight around their contact info. 

Did this answer your question?