Adding a Contact

Contacts are assigned to accounts. They can also be linked to entities such as Vendors and Campaigns.

If you add a contact in Juice, it will be available to be linked to an account or other entities such as Vendors.

To add a contact:

  1. Open Splash.
  2. Select Juice in the drop-down menu on the left.
  3. Click the CRM menu item in the top row, and then the Contacts tile.

    4. This presents a filter search screen for contacts.

  4. Click the Button---Plus.png icon to add a contact.

    5. This presents the Add Contact dialogue box.

  5. Enter the following mandatory information:
    • First Name and Last Name.
    • Email address – Though not marked as mandatory, for creating an account contact, an email address can be used for a variety of features in the system.
  6. Click Save Changes.

See Also: