Create a Contact

Creating a contact is a straightforward process.  You must be logged into your portal as an admin to do so.

How to Create a Contact

  1. Click on the Contacts tab on the main menu.
  2. 2. Click + Add Contact.

  1. On the New Contact page, enter the user details. Full Name and Email are required fields, all other fields are optional. Expand the Additional information to view other CRM filed information and Tags.

  1. Here you can also add Alt. emails (separated by commas). Each of these Alt. emails will be CC'd on all communications that come from the portal except password reset emails.
  2. Click Save to add your new user to the portal.

NOTE: To add tags to your contact, follow the tutorials for understanding and assigning tags.

Finally, invite the user to sign into the portal using the password reset functionality.

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