Assign a contact to the client

Here are the steps to assign a contact from the client:

Step 1: Go to the navigation panel and choose the 'Clients' option.

Step 2: To access the contacts list of the client, navigate to the "contacts" tab within the client's section.

Step 3: Now, choose the contact you want to assign to the client and click on the 'edit' option.

Step 4: To assign a contact, all you need to do is include the name of the client in the contact information.

Step 5: After entering the client's entity, click on the 'save' button to store the changes.

And this is how you can assign a contact to the client.