Adding a contact in a project

There must be contacts for the account before you can add a contact to a project.

If the contact list is empty or the contact you want to add is not listed, click New Contact to create a new one. The system automatically links the new contact to the entity.

  1. Open the project.
  2. Expand the Contact section.
  3. Click Add.
  4. From Select Contact screen, select one or several contacts.
  5. From the drop down menu, select the role of the contact.
  6. Click Apply.