Adding a contact will share the users contact information to your clients when they view your profile.
Table of Contents |
Adding Contacts
Step 1: Click the Icon at the top right of the app to access the Company Profile. |
Step 2: Select the '+' button in the Contacts section to add a new contact. |
Step 3: Pick the name of the user you want to add as a contact. |
Only existing users can be added as a contact.
Delete Contacts or Set Main Contact
Step 1: Right-click the contact you want to delete/set as main. |
Step 2: Select the delete or 'Set As Main Contact' option. |
Step 3: If deleting, confirm that you want to delete the contact. |
Main Contact cannot be deleted. Another user must be set as the Main Contact to remove the contact.
Permissions:
Company Profile
| Manage Profile | Allows you to edit the Details, Contacts, Addresses, Priorities, and Service Areas sections of the company profile. |
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