Add a contact into a Project Contact within a job V3
Paul Silliman
|
7 steps
|
30 seconds
Cleanclaims
1
Navigate to [app.cleanclaims.com ](https://app.staging.cleanclaims.com/project/15089/sales_call/contacts) Open your project
2
Go to the sales call and click Contacts
3
Click add a contact
4
Add in the contacts information
5
Click the "Save as project contact" field.
6
Click "Save"
Tip! You can also add existing contacts as project contacts by following the steps below.
7
Click "Save as project contact"
