Step 1: Log into the platform through https://login.cloudadvisors.ca/ (read the article "how to log into Cloudadvisors.ca?" article, if needed.)
Step 2: Enter your client name in the "Group" search tab
For example, if the group name is "Dunder Mifflin," type "Dunder" in the tab and search, the group name should show up under the search tab. If not, it means the client group is not on the platform yet, and you need to create one.
--> Read "How to create a New Group?" article if needed.
Step 3: When your client's name shows up under the search bar, click on your client! You will see the name is locked in the Group search bar.
Step 4: Click on the "Group," then the "Contacts" in the drop-down of the Navigation bar on the left side.
Step 5: Click the button (on top right corner).
Step 6: Enter the Mandatory information (Name & Email Address), and other information if needed. When you are ready, hit "Save changes."
Step 7: If you see the new contact listed in this field and a message popped out (like the screenshot below), that means you have successfully created a contact! Click "OK" to continue.
Repeat Step 5 to 7 to create multiple contacts if needed.
If you have any questions regarding the instructions above, please email us at email@example.com.