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Creating a contact

To create a contact, navigate to the client details page by going to the list of clients and clicking on a client in the list. By default you will land on the “Billing Contracts” tab, click on the “Contacts” tab and then click on the “Create Contact” button.



After you click the “Create Contact” button, the “Create Contact popup will open where you can define the contact's email, name, and phone number. Once you have filled out the relevant information, click the “Create Contact” button in the popup.