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Create a new contact profile for a customer

You can create a new contact profile for a customer in a few easy steps.

Fatma Abid avatar
Written by Fatma Abid
Updated over 3 weeks ago

To create a new contact profile for a customer, follow the steps below:

  1. Click SCV, then click Search Contact.

  2. Click Add new contact.

  3. Enter the fields, mandatory fields are marked with a star * icon.

  4. Select the relevant tick boxes:

    • The first tick box is to confirm that the person for the contact profile you're creating has accepted that their data is being stored and they are aware of your privacy policy.

    • The second tick box is to confirm that the person for the contact profile you're creating has accepted to receive marketing communications from you in the future

  5. Click Submit.

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