How do I Add Contacts in Project?

Updated on September 29, 2020 06:23AM by Admin

  • Log in and access the Projects app from your universal navigation menu bar.
  • Click on “By Queue” and select “My Projects” from the left navigation panel.

  • Click on the “More Details” icon to overview project information.
  • Project overview page appears, navigate to the “Team” tab.
  • In the team tab, you can view the “Customer Team” column, click on the “Add Contact” button.
Team Tab

  • By Clicking on the Add Contacts, you can view the Search and Select pop-up.
  • In that, you can view the list of contacts that are already associated with the customer.
  • If you want to add a new contact, click on the Add icon or search icon to select from the existing contacts list.
Search and Select

  • By clicking on the Search icon, you can view the Add Contacts popup in that you can view existing contact lists.
  • Choose the contacts by clicking on the select button. Then, click on the Add button.
Add contacts

  • Now, the selected contacts will get associated with the Customer.
  • Here, you can select the contacts by clicking on the select icon and click on the Add button.

  • Click on the “Add” button, a warning popup appears for confirmation.
  • Click on the “Yes” button to complete.

  • The selected contacts will get added to the Project.
Contacts Added

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