Overview
Multiple contacts (i.e. buyers, billing contacts, managers) can be created and assigned to a single customer β so long as they share the same billing entity and billing address.
Pre-Requisites
There are a few important rules to be aware of when creating new customers:
Create a Customer Account before adding additional addresses / locations
Creating & Linking a New Contact
Navigate to the "Manage Contacts" page via the "Customers" dashboard.
Click "Add Contact" and fill in the contact's information
Associate this Contact with the correct customer account.
After hitting "Save", navigate to the Contact's linked Customer account by clicking on it
Assign the Contact to the relevant fields (Billing, Buyer, Alternate) if relevant. Don't forget to hit "Save"!





