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Adding multiple people to a contact or company.
Adding multiple people to a contact or company.

Adding many contacts to a company.

David S avatar
Written by David S
Updated over a week ago

You can add multiple people to a contact by creating a company. This will allow you to add as many individuals as required to your contact. 

Please watch this video or follow the steps below:


1) Create a new contact, and select "Add a company".


2) Fill out the details for your primary contact. 

3) Click on "Add another contact to this company" to add additional contacts. 

What can I do with company contacts? 

1) Add your contacts from a company onto your document templates.

2) Changing your invoices to be addressed to a secondary contact.

Enjoy!

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