Create a Contact Role

Owned by Matt Kepple
Last updated: Mar 27, 2024
1 min read

You can create new Contact Roles

Steps

  1. Select My Apps in the top menu

  2. Select Contacts

  3. Go to the More Options menu on the Contacts page

  4. Select Contact roles

  5. From here you can create, edit and delete Contact Roles

  6. Now when you go to a Contact Profile page, you will see a box on the left side called Roles. From here you can give a contract one or more roles

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