Add a Contact to a Client

Contacts are the people you work with at a client, such as a producer, brand manager or accounts person. Saving them on the client keeps everyone's details in one place for your team.

Add a contact

1. Click Customers in the left sidebar.
2. Click the client's name to open it.
3. Go to the Contacts tab.
4. Click Add contact.
5. Fill in the details:
   • First name: required.
   • Last name, Email, Phone, Tags and Notes (optional). Notes are for your team only.
6. Click Add contact to save.

The contact is saved right away and shows in the client's Contacts list. You don't need to click Save changes on the client page.

Edit or delete a contact

• To edit, click the pencil icon next to the contact, update the details and click Save.
• To delete, click the trash icon next to the contact and click Delete contact to confirm. This can't be undone.

New to clients? See Add a New Client.