How do I associate contact to a project?

  1. Go into the respective project.
  2. Scroll down. On the left panel, click Associate Contact. Picture below for refernce.
  3. Select the contact from the address book which you would like to associate to the project.

  4. Select what role they are playing in the project > Click ADD


    OR
    If you can't find the contact in your address book, Click on CREATE NEW CONTACT. 
  5. Fill in the details of the contact & Company. 
  6. Select the role they are playing in this project & Click Add.


If you can't find the left panel. Click   present on the left side of the project view.