How to Add a Contact to Avionté
Laura DiNitto
|
18 steps
|
55 seconds
Avionte
1
Navigate to the company that you want to add a contact to
2
if there are multiple locations find the location you would like the contact to.
3
Click "Add New Contact"
4
Click the "First Name" field.
5
Type the contacts first name
6
Click the "Last Name" field.
7
Type the contacts last name
8
Click the "Primary Email" field.
9
Type the contacts email address
10
Click the dropdown under "status" and select active.
information ordinal icon
Tip! If it is a Key contact please select Active Key
11
Click the "Direct Phone" field.
12
Type the contacts phone number
13
Under "Reps" type the sales rep name.
14
Click the "Title" field.
15
Type the contact's job tittle.
16
Click the "This new contact is a Billing Contact" field if the billing is going to be sent to this contact.
17
Click "Submit"
18
Click "Done" or "View" to see their profile