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InfoFlo CRM Knowledge Base

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Add Contact/Company to Project

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There are two options to add a Contact/Company to a Project:

Method 1:
1) Right click on a contact and select “Add to Project”
add-contact-project
2) Either “Create a New Project” or “Add to Existing Project”
add-contact-project-2

Method 2:
1) Right click on a contact and click “Copy Contact”
2) Select the Project and right click “Paste 1:Contact”