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203K: Adding Contacts ( Contractors)

Here's how you can create a new contact in your ISN for Contractors

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

This help article will guide you on how to create a new contact in your ISN besides Clients, Agents, Insurance Agents & Escrow Officers.

To add a new Contact like Contractors navigate to Clients/Agents -> Contacts -> Contact Types

Click on Add Contact Type located at the top left corner of the screen. Give your new contact a Name, for example "Contractor" and then click Add.

After you have created your contact type, you will be able to add a new tab in your order form by customizing your order form. Then you can add your new contact (Contractor's) profile.

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