Additions or edits to a company record can be performed either within a company's details page or directly in the tracker.

To add a new contact directly in your Tracker:

  1   Within the Tracker, click the caret to the left of the company name.

  2  Select the Contacts sub-row. Available contacts appear in the drop-down menu.

  3   Click + New Contact on the right.

  4   A pop-up window presents itself. Enter information as desired. 'First Name', 'Last Name,' and 'Email' are required.

  5   Choose Add Contact. Note: The added contact displays on the company record within the project and also within the instance.



To edit a new contact directly in your Tracker:

  1   Within Tracker, click the caret to the left of the company name.

  2  Select the Contacts sub-row. Available contacts appear in the drop-down menu.

  3   Click the pencil icon on the right, corresponding to the contact you wish to edit.

  4   Enter information as desired.

  5   Click Update contact to save.





To add a new contact to a company record on a company's details page:

  1   Within the Tracker click the desired company name.

  2   Select the Contacts tab.

  3   Select Add Buyer Contact.

  4   Enter information as desired. 'First Name', 'Last Name,' and 'Email' are required.

  5   Choose Add Contact. Note: The added contact displays on the company record within the project and also within the instance.





To update/edit contact information in a company's details page:

  1   Within the Tracker, click the desired company name.

  2   Select the Contacts tab.

  3   On the desired contact card, choose Edit.

  4   Enter information as desired.

  5   Choose Update Contact. Note: The updated contact displays on the company record within the project and also within the instance.