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. Uncheck the Make Private box.
  4. Click on the To  field.
  5. Under Recipient, type in the new contact's name.
  6. Click the blue + button.
  7. Add an email address & click Save.
  8. Under Account, type in an existing or new account.
  9. For a new account, click the blue + button.
  10. Select the Entity Type.
  11. Click Save.
  12. Click Ok.
  13. Fill out all necessary information & attach the file.
  14. Click Upload.

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

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