How to add a Contact to a Client record

Created by Matt Reid, Modified on Wed, 14 May at 5:49 PM by Matt Reid

This guide provides a straightforward, step-by-step process for adding new contacts in the Zulu Dashboard, ensuring users can efficiently manage their accounts.

1. Navigate to https://dashboard.getzulu.io/

2. Click "Accounts" or "Clients" from the left menu

3. Click "All Accounts" or "All Clients"

4. Click "edit" beside the Account / Client you wish to add a contact to

5. Scroll to the 'Contacts' section of the edit page

6. In this section, click "Add New"

7. You can select a 'Salutation'

8. Enter a First Name (mandatory)

9. You can enter further details including a mobile, phone and email

10. You can enter the role / position title for the contact

11. You can enter optional one-off notes for the contact, which is for non-date relevant information. You can also post updates to a contact once its created.

12. If the contact is a 'primary contact' for this Client / Account, tick this option. You can only have one primary contact per Client / Account.

13. Click "Save Contact". You will then see the contact show on the Client / Account page.