Contacts can be added to new and existing accounts. To do this, navigate to the Account tab and select the account you would like to add a contact. Next, click the add new contact button in the top right hand of the screen. Again, fill out the fields. If you have added an email and hit next, it will ask if you would like to send an onboarding email.
Select yes if you would like to do this. If you would prefer to do it later, click the ‘x’ in the top right corner of the pop-up. Once the vendor receives the onboarding email, they can set up their FieldTech Connect account and invite personnel.
If you have followed all these steps, you will be done creating a new contact.