Quickly Add New Contacts and Accounts When Uploading a File
When uploading files you can quickly add and invite new Contacts and Accounts.
- Click +Add New.
- Click File.
- Click on the To field.
- Under Recipient, type in the new contact's name.
- Click the blue + button.
- Add an email address & click Save.
- Under Account, type in an existing or new account.
- For a new account, click the blue + button.
- Select the Entity Type.
- Click Save.
- Click Ok.
- Fill out all necessary information & attach the file.
- Click Upload.
Note: The new contact will receive an invite to Liscio.
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