Create a customer contact

Modified on Fri, 28 Nov at 2:52 PM

Pivohub allows you to create private contacts for your clients; here are the steps to follow.


In order to stay organized and structured, Pivohub allows you to create contacts in the client records you have. Whether it's the grocery store manager or even the owner, creating contacts is private and can only be seen and used by you and your team.


In the "clients" module, access the client in question and go to the main "company" tab, then scroll down to the "contacts" window to create your private contact.



You can also create a billing contact by following essentially the same process. This feature is explained in more detail here: Billing Contact.



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