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Create a contact agency

  • Updated
  1. Select a Company from the ‘Companies List’.
  2. Hover over the ‘Contacts’ tab in the menu bar.
  3. Click the ‘Agencies’ option when the tab drops down.
  4. Click ‘Create New Contact’.
  5. Complete all necessary details across all tabs: Contact details, Bank details and Other details.
  6. Once complete, click ‘Submit’, and your new Contact Agency will be created.