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How to Add a Contact to a Customer

Follow these instructions to add a contact to a Spearhead customer or organization's profile.

Desktop 

1. From the Nav menu, under Organization, select Customers. 

2. Select the Customer you'd like to edit. 

3. From the middle menu, select Contacts. 

5. Click the Add Contact icon. 

add contact

6. Select the First Name field. 

7. Enter the employee's contact information. 

8. Select Submit to add the contact to the organization's Spearhead profile.