Create a contact

A contact is a user in the system who is an employee of a company. If you create a contact, that person is also added to the User list.

Before you begin

Role required: sn_customerservice_agent, sn_customerservice_manager, admin

Procedure

  1. Navigate to Customer Service > Customer > Contacts.
  2. Click New.
  3. Enter the requested contact information, such as the name, email address, and phone number.
  4. Enter the name of the contact's company in the Account field.
  5. Select the Timezone.
  6. Select a Notification setting.
  7. Click Submit.