Contacts

Gen 3

Contacts

Add a role overview

After you add a contact, you can specify the contact’s role(s). A contact can have more than one role in BriteCore. To add roles to individual and organization contacts, complete the Role section within the Contacts module.

Add roles

To add a role to an individual or organization contact, use the role-specific workflow. Unless otherwise indicated, all fields included in these workflows are optional.

Individual and organization roles

Individual roles

Organization roles