How to Set Up and Invite a Test Contact
Your firm and its employees may want to set up test Contacts so you can see the client's view on both the desktop and the Mobile App.
You must use a personal email for the primary email when creating a contact.
To Create a Contact:
- Click +Add New at the upper-left hand side of your screen.
- Click Contact.
- Fill out the following fields (Note: making up a contact name is best practice)
- First Name: Pam
- Last Name: Beasley
- Primary Email: your personal email
- Click Save.
- Click the ellipses (three dots) on the right-hand side of the screen.
- Click Send Invite.
The invitation to Liscio will now be sent to your personal email.
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