Add / Edit Contacts
The contacts listed in your account are how you can control what information goes where within your company.
Here is how to edit your account contacts:
- Go to the "Account" menu
- Click on "Account Maintenance"
- Now to the right of the screen, click on the "Contacts" tab
- This will take you to a list of contacts for your account
To Edit a contact after accessing the Contact Info panel, click "View / Edit", to the right of an existing contact
- Next you can change any of the fields for this contact. The Email & Last Name are required.
- Click "Save" when you are done.
To Add a New Contact:
- In the contact list for your account, click the "Add New Contact" button.
- Now enter in your contact information
- Click "Save" when done.