How to assign multiple contacts to a lead or booking

Create or edit a lead or booking, go to the Contact field and assign multiple Contacts. If they don't exist in your system yet, you can create them inline.

1. From your dashboard, select the Leads or Bookings
2. Click the Ellipsis (3 dots) on an existing Lead or Booking and select Edit.
3. Click on the Details tab and in Customer, Select an existing Customer or Click +Create New Contact from the dropdown list (If selecting an existing Customer, you can move to point 14)
4. A Create Contact form will appear.
5. Click Name and type your Value.
6. Add a Picture.
7. Click Email and type your Value.
8. Add a Phone Number.
9. Add an Address.
10. Click Company and type your Value.
11. Click Job Title and type your Value.
12. Click Save.
13. You will be taken back to the original Page.
14. Click Save and close the drawer by clicking on the X