You can add new customers individually or by importing in bulk. This guide explains how to add contacts to an existing customer.

Step 1.

Head to the Contacts > Customers menu.


Step 2.

Find the customer using the search filters and click on the Edit contact link.

customer list

Step 3.

Click Additional contacts tab on the right.

Step 4.

Click on the Add Contact button and fill in the details of the contact form.

Repeat step 4 for as many new contacts as required.

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