Create a contact and assign it to an existing client

Here are the steps to create a new contact that is assigned to an existing contact.

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: On the top right side of the section, click 'Add Contact' to add contact details for the client.

Step 4: Please provide the required contact details and company information, and then save the details.

And this is how you can create a contact of an existing client using eProcessify.