Do you want to know how to add contacts from the Client Area? In this guide, we show you in simple steps how to add new contacts in your client area.

As a business owner, we surely recognize the importance of collecting and storing our customers' information. This allows us to stay in touch with them and keep track of them regularly.

Now, there are many customer relationship management tools on the market. However, they can be quite expensive as the number of users or customers grows. This, not to mention that it is another tool for which you must remember login information. In addition to that, sometimes we have to resort to using a third-party tool to integrate the CRM (Customer Relationship Management) software or Customer Relationship Manager with our site.

Let's see how to add contacts from the WordPress Client Area.

To go to your client panel, you need to enter the data they request from you (email and password).

Next, you will find on the top right a series of icons, one of them, the "person icon", where you must click on it. Subsequently, a small menu will be displayed, where you will find "Edit Account Details."

Once there, you must look for the option called "Contacts/Sub-Accounts" that is located in the upper buttons. Then, you will see a form in which it is necessary to fill in with the data they request from you to be able to continue with the process.

Later, go to the end of the same form, where you can see a checkbox for activating the Sub-Account, as in the image below. It is configured so that the contact accesses with username and password. It will allow you to give the permissions you want to have to the new Sub-Account, and at the end, the changes are saved.

If you think it may be cumbersome for you, you can open a ticket from the client area so that our technical department can help you with what you need.

In addition, if you want to import your WordPress, visit our guide "How to clone an application from Installatron?".