Quickly Add New Contacts and Accounts When Uploading a File

Quickly Add New Contacts and Accounts When Uploading a File

When uploading files you can quickly add and invite new Contacts and Accounts.
  1. Click +Add New.
  2. Click File.
  3. Click on the To field.
  4. Under Recipient, type in the new contact's name.
  5. Click the blue + button.
  6. Add an email address & click Save.
  7. Under Account, type in an existing or new account.
  8. For a new account, click the blue + button.
  9. Select the Entity Type.
  10. Click Save.
  11. Click Ok.
  12. Fill out all necessary information & attach the file.
  13. Click Upload.

Note: The new contact will receive an invite to Liscio.


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