How to create a client contact

Before you start

You need a role that can update clients, such as Admin, Sales, or Operations. You also need an existing client record.

Add the contact

1. Go to Clients.
2. Open the client you want to update.
3. In the Contacts section, select Add contact.
4. Enter the contact’s First name.
5. Enter the contact’s Last name.
6. Enter the contact’s Email.
7. Select Save contact.

Add optional contact details

You can also enter Business phone number, Role, Mobile number, Alternative contact method, and Preferred contact method. You can mark the contact as Primary contact or Accounts contact.

What happens next

Scopra adds the contact to the client’s Contacts list.