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How to create and edit a BtoB contact ?

From the BtoB contacts page, you can track and analyze all your structures and the contacts linked to them.

 

1. Create a structure

To add a new structure, go to the BtoB contacts tab (1), then click the Add a structure button (2).

A side panel will open with the different fields to complete. Enter the information related to the structure you want to create or edit. Finally, click Save.

2. Edit a structure

To edit a structure, click on the structure name:

The side panel will open, allowing you to modify the desired information. Finally, click Save.