How to add a contact on highrise

Created by Andres Jimenez, Modified on Wed, 28 Feb, 2024 at 12:48 PM by Andres Jimenez

Go to


contacts


add new company (write info in indicated slots)


select a group that can view this contact (executives is only Heidi, Andres, and Alejandra) or (agent's personal contact)


go to add this company


add background info like describe what services they provide mid


add a tag line hippo basic, hippo merchant, etc.


you may now add a person


 

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