Add new company contact

Effective customer management involves maintaining detailed records and ensuring smooth communication with key contacts within client organizations. DecoNetwork simplifies this process by allowing you to easily add company contacts directly from the Customers page in Business Hub. In this tutorial, we will guide you through the step-by-step process of adding a new contact to an existing company profile from the Customers page. (For instructions on how to add a company, click here).

Prerequisites

• You must have Administrator and/or Sales Manager permission to use this feature.

To add a new company contact from the Customers page:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Customers.
   
3. Click on Add New Company Contact.
   

   The New Company Contact popup is displayed.

   
4. Click on the Company field and select a customer from the dropdown list.
5. Enter the company contact's details.
   • Tick the Separate shipping address checkbox to specify a different address for shipping.
6. Click the OK button to save the customer record.