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How do I add a client’s contact person?
How do I add a client’s contact person?

Adding a contact person

Karolina Matyja avatar
Written by Karolina Matyja
Updated over 4 years ago

Select a client from the list in CRM --> Clients, click the red circle in the Contact people section, enter the data and click Create:

 
Another option is to add a contact person from the list of all contact's to your clients. Go to CRM --> Contacts and use the blue Add contact button visible in the right, upper corner:

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