Contacts
Store contact details for people at your client companies. Contacts can be linked to invoices as billing recipients.
Adding contacts
- Contacts can be managed from the dedicated Contacts page or from the Contactstab on a company's detail page — both views edit the same records.
- Click New Contact to add one.
- Enter name, email, phone, and job title.
- Each contact is linked to one company.
Contacts can be selected as the billing recipient when creating an invoice, so it's worth keeping email addresses up to date.