You can add client contacts during the process of adding a client, or you can add contacts after the client has been created.
To add a contact, start in your client list and click the name of the client to which you want to add a contact.
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Or from any Pure Workflow screen, you can use the search field at the top to locate a client by name or contact email.
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If you want to edit an existing contact, you can also use the search field to locate the contact, then click the contact name.
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This opens the client details page, open to the Details tab. Any existing client contacts will be listed, and you can add new contacts. If a contact has a star icon, that means the person is the primary contact for the client.
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For any contact, you can use the three-dot icon to edit, export, or delete the contact.
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If a client has more than one contact, clicking the three-dot icon for a non-primary contact displays options to make the contact primary, and to add this contact as a CC in any automated emails.
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When editing a contact, standard contact details can be entered on the left, including a head shot, and you can enable the Primary button. On the right are any custom contact fields configured by the workspace admin.
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