Add an Employee to a Contact Company

Use these steps to designate existing employees to manage your company's interactions with current and potential customers.

To add an existing employee to a contact company:

1. Under the CRM menu section, go to Contact Companies » Information tab.
2. Use the search filter and/or the Search field to select a contact company.
3. Click the Employees sub-tab.
4. Click + Add Employee.
   A new employee line appears.
5. Select either an employee number or an employee name from the drop-down lists.
   If you select an employee number, Maconomy auto-populates the Name field (and vice versa).
6. Enter the role of the employee in the customer engagement.
7. Click Save.