Managing Contacts

One customer in Business Manager can have several contacts. One of the contacts will be set as a primary contact, all the other will be additional contacts. The Customer Summary page allows adding new contacts, editing existing contacts, logging in as primary contact, and resetting and resending password.

To add a new contact:

1. Go to Business Operations > Customers and click a customer's full name.
2. Click Add New Contact in the Customer Primary Contact section.
3. Specify the contact information and click Save.

To edit a contact:

1. Go to Business Operations > Customers and click a customer's full name.
2. Click Edit Contact Info link.
3. Edit all necessary information and click Save.