- In the top left corner, click Dashboard
- Click on the Application or Permit section to expand it
- Find and click on the desired application or permit to open it
- At the bottom, click the Edit button next to Contacts
- Use the search field to see if the person you want to add is already in the system. Enter their last name or partial company name, click the green Add button to add them.
- If they are not in the system, click “Create Contact” at the top and complete the necessary fields for the person or company.
- Click Update when you’re done adding contacts.
When creating a new contact, complete at least the top section of information and click the green Add button when you are finished.