Contact Persons

Modified on Thu, 23 Oct at 3:14 PM

Here you can generate a list of all contact persons that are registered for your customers.

By clicking on the three lines, you can filter the list by: Customers, Chain, and Sales Team.

You can export the list to Excel.



Create a contact person 


Click the create button.

Enter Name and Title.

Select a customer by clicking on the three dots, check the customer, and click apply.

Click next.



Enter email and phone number.

Click create.



The contact person’s card will open, and you need to click save for your changes to be saved.

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