Sub Contacts

Adding sub-contacts allows you to link individual employees to the company.

• To add a sub-contact, navigate to the main lefthand menu and open the module Contact Network.
• Select the contact to open their dashboard and scroll down to the widget Sub-Contacts.
• To add a sub-contact, click the + New Sub-Contact button.
• This will open a form to create a new contact associated with the company also accessible in the contact network.
• Ensure you fill out all relevant information and once complete, click Save.