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How To Add, Edit and Delete a Workplace Contact

Workplace contacts can be added after you have set up your workplace positions and workplace customisable dropdowns.

Required Pre-Steps: Add Workplaces

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  1. Search and Open the Workplace you wish to add the contact to
  2. On the Left Navigation Bar, click Contacts
  3. From the Action Menu, Select and Click Add
  4. Either, enter the contact’s email address and the system will tell you if this contact already exists with this email address.
    • If already exist, you can choose to link existing contact to Workplace
  5. Or, click on “There is no email address for this contact”
    • Enter all required details for the contact, then click Save
  1. Search and Open the Workplace you wish to Edit the contact to
  2. On the Left Navigation Bar, click Contacts
  3. Click and open the Contact you wish to edit
  4. From the Action Menu, Select and Click Edit
  5. Complete all the fields, then click Save
  1. Search and Open the Workplace you wish to delete the contact to
  2. On the Left Navigation Bar, click Contacts
  3. Select and Click on the relevant Contact to open
  4. Next to the Contact’s First Name, Click on the View in Sales button
  5. On the Top Right Actions Menu, Click Delete
    • From the pop-up message ‘Are you sure you wish to delete this Sales Contact?’, Click Delete

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