How do I add a contact?
Click the person icon at the top right, then click Contacts. Click +Add Contact and enter the relevant information.
How do I deactivate a contact?
Click the person icon at the top right, then click Contacts. Click the three dots next to the name of the contact you wish to deactivate, then click Inactivate.
Can I act as someone else in my organization?
If you have administrator privileges on an account, you may “act as” other contacts.
You can do so by clicking the person icon at the top right, then Contacts. Click the three dots next to the user you wish to act as, then click Act as.
How do I create a Contact Group?
Click the person icon at the top right, then click Contact Groups. Click +Add Group, enter the Group Name then click Add Group. Click on the group name, then Actions at the top right to add and remove contacts.
Click Activate to activate the contact group.
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