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Create a contact

How do I create a contact?

Updated over 6 months ago


Here are the steps to create a new contact:

  1. Navigate to the Contacts page

  2. Go to the New contact button on the top right-hand

  3. Complete the form, and select if you wish to grant portal access (an email invite will be sent)

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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