To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts.
To create new contact related to this customer click on the New Contact button.
- Firstname – Contact first name
- Lastname – Contact last name
- Position – Contact position in a company
- Email – User for login and receiving emails within Perfex CRM
- Phone – Contact phone
- Password
- Primary contact – Check to be the primary contact. If this is the first contact this field will be auto checked and no ability to disable.
- Do not send welcome email – Check if you don’t want to send welcome email to this contact.
- Send set new password email – An email will be sent with a link the contact to set a new password. *(link valid for 48 hours only)