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Add Contact

Steps to Add a Contact Person

  1. Access the License Administrator
    Click on the License Administrator module at the top of the ExpensePoint window.
    License Administrator module at the top of the ExpensePoint screen
  2. Select Add Contact
    From the Contact Options navigation menu on the left side of your screen, click Add Contact.
    Add Contact menu option from the Contact Options navigation menu
  3. Enter Contact Details
    The Add Contact window will open, allowing you to enter the following information:
    1. Person Type: Choose from the dropdown options: Main Contact, Technical, Billing, Financial, or Other.
    2. Name
    3. Email Address
    4. Phone Number
    5. Title
      Add Contact window


 

Watch the video below for a visual guide to managing Contacts.