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Add or Edit Contacts

Manage the customer’s primary contact information and email preferences.
  • Primary Contact Information:
    • Name: The primary contact’s first and last name.
    • Email: The email address for this contact.
  • Email Preferences: The contact’s email preferences.
    • Billing: Used for sending invoices and receipts.
    • Updates: Used for general customer updates.
    • Legal: Used for signatures of quotes and renewals.
To add a new contact, click + New Contact.