How to Add Multiple Contacts to a Client

How to Add Multiple Contacts to a Client

View Client > Contacts Tab

After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and  “Leads”.


Click on the “All Clients” option which displays all contact details of the clients and other details as shown below.


To add multiple contacts to a client, click on the clients’ “Contact Name” as shown below.


Clicking on the “Contact Name” will open a page where all the details of that particular client will be visible as shown below.


To add multiple contacts to a client, select the “Add Contact” button on the bottom of the page to add a new contact name, phone, and email. Click on the “Save” button to save the newly added details.



    • Related Articles

    • Adding New Contacts

      Add New Contacts from the “Contacts” Tab After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and  ...
    • How to Add Multiple Properties to a Client

      View Client > Property Tab Goto “Clients” module after logging into the dashboard. In the “clients” module, click on the “Action” button as indicated below. Click on the “View” button.  Click on the “Properties” tab to view existing properties and ...
    • What are the Different Types of Contacts

      The different types of Contacts are listed in the contacts list as shown below. The different contacts are “Admin”, “Leads”, “Client” and “Employee”.
    • Overview: Client Management for Admins

      Add New Clients Clients module After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links. Click on “All Clients” to reveal the list of all ...
    • Exporting Client Data

      Exporting Clients in Client Module After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links. Click on “All Clients” to reveal the list of ...