Add Contact

To add a Contact Person to your ExpensePointâ„¢ app, go to the License Administrator module from the top of your screen. 

 

Click on the Add Contact option from the Contact Options navigation menu on your screen's left side. 

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 This will open the Add Contact window to allow you to enter: 

  • Person Type (Choose from the dropdown: Main Contact, technical, Billing, Financial or Other) 
  • Name 
  • Email Address 
  • Phone Number 
  • Title 

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Watch the video below to learn more about managing Contacts.