Clientshow toFor admin · manager · team-member · Updated 2026-09-16
Managing Client Contacts
Store several contacts per client so you always reach the right person at the right company.
clientscontactspeoplephoneemail
A client is usually an organization with several people you interact with. Contacts keep every relevant person — and how to reach them — on the client record.
1Add a contact
- 1.Open the client record.
- 2.Open the Contacts tab.
- 3.Use Add to create a contact and enter their details.
- 4.Save the contact.
Result: The new person appears under the client and can be selected where contacts are needed.