If you want to add a contact and tag to a particular account, you can do it from the Account View page.
To perform this action, you need to have Add Contact permission enabled for your role under Settings → Role Security.
Please follow the steps below to create a contact from the Account View page:
- Log in to your Oorwin account and navigate to the Accounts module from the left menu under the General section.
- Click on the account name where you want to create a new contact.
- Go to the Contacts tab in the top header, which shows all the contacts linked to that account.
- Click on the Add Contact button at the top right corner.
- Fill in all the mandatory information and click on the Save button.
- That’s it! Your contact has been created and tagged to the selected account.
