Add a New Project Contact to CleanClaims V3

This guide provides a straightforward process for adding new contacts in CleanClaims. The project contact are ideal for repeat contacts that will be used on multiple projects.

Paul Silliman
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13 steps
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29 seconds

Cleanclaims

Navigate to [https://app.cleanclaims.com/](https://app.staging.cleanclaims.com/)

Click "Admin"

Click "Project Configuration"

Click "Contacts"

Click "Add contact"

Select the contact Type

Chose the contact type, You can choose from Client, Homeowner, Renter, Property Manager, and Other

Enter the contacts first name

Enter the contacts last name

Enter their email

Enter the phone number for the contact. You can use either the Cell or Phone field

You can fill out the company, Owner/Tenant, and other section. These are not required.

Click "save"