How to Add an Email Address to an Account Contact

How to Get Here

1. Navigate to the detail page for the Account you are working on.
2. Click the Address tab, then click the Edit (pencil icon ✎) button next to the desired contact.
3. On the contact detail screen, click the Emails sub-tab.

4. Click the + Add New Email Address button.

Instructions

1. On the new page, select a Category from the dropdown menu (e.g., "Business," "Personal").
2. Enter a Description (e.g., "Main Contact," "Backup") and the Email Address.
3. Use the toggle switches on the right for preferences like Allow Newsletter.
4. Click the green Save Email Information button.

Expected Result

You will see a green success message confirming the email address has been saved.

You can then use the navigation options at the top to return to the previous screens or add another email.