Contacts are individuals associated with a customer account. A customer can have multiple contacts for different purposes.
What Are Contacts?
Contacts are individuals associated with a customer account for billing, operations, scheduling, or other purposes.
Adding a Contact
- First and last name
- Email address
- Phone number
- Role/title
- Notes
Contact Fields
| Field | Purpose |
|-------|---------|
| First Name | Contact's first name |
| Last Name | Contact's last name |
| Email | Contact email address |
| Phone | Contact phone number |
| Role | Job title or function |
| Primary | Mark as primary contact |