Client contact refers to the email contacts of the organisation. There are two types of contacts: primary and secondary contacts. You can add only one primary contact, but you can add multiple secondary contacts.
Whenever there is any communication between your organization and the client, the information of the contact that you added will be your point of contact. This information will be used by you and your team.
How to add a Contact?
Zomentum allows you to add multiple contacts to a client. Contacts can be various people you know in a company.
To add a contact to a client,
- Click on the desired Client.
- On the right side, on the Contact page, Click 'Add Contact'.
- Enter the details of your contact.
- Click 'Save'.
How to delete a Contact?
A contact can be deleted by selecting the "More" option next to the contact.
Screenshot for reference.