How do I Add Contacts in Distributors?

Updated on November 3, 2020 02:57AM by Admin

The Distributors App of Apptivo allows you to associate records from other apps. You can add contacts that are related to the distributors. You can also create a new contact and add it to the distributor.

Steps to add contacts

  • Log into your Apptivo account and go to the Distributors App.
Distributors App

  • Here, navigate to the overview page of any distributor.

  • On the overview page, scroll down to the Contacts table. Here, you can add an existing contact or create a new contact.
  • An existing contact is added here by clicking the search icon.
Contacts Table

  • The Add Contacts popup appears. Here, select a contact.
Add Contacts

  • You can have more than one contact at a time. On selecting the Add button, the contacts are added to the distributor.
Contacts Added

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