1. From the main menu on the Cerely dashboard, click on the Client tab
2. Select the client from the list you wish to add contacts to, click on the client and this will open the profile
3. From the left-hand menu bar, click on client contacts
4. Click on the add contacts button on the right-hand side
5. In the pop-up screen enter the contact's full name and select their position from the dropdown menu
7. Click on the add button
8. The new contact's profile screen will appear. Complete all *mandatory fields along with any additional details you wish to store about the contact. This may include phone numbers, email addresses, position titles, and any relevant notes for internal reference.
9. Click the save changes button
The contact will now appear in the Contact List for the selected client and will be available for assignment to communication records, task manager items, and site setups.