Contacts
Getting started with Contacts
Create a Contact
To create a new contact, navigate to the Contacts page in the main drop-down and then click "Add Contact".
The following fields will be required to create a contact:
- Company
- First Name
- Last Name
Include supplementary fields if applicable. Once the form is completed, click "Save."
You will be able to locate your newly created contact on the Contacts page or on the Company profile page by selecting the Contacts tab.
Delete a Contact
To delete a contact, select the contact you wish to remove and click "Edit".
At the bottom of the page, click "Delete". Once deleted, the contact will be removed from the company directory.
Create Contact Custom Fields
Buildr enables you to log supplemental details about your Contacts with custom fields. Learn how to create contact custom fields here.
Updated 3 months ago