Steps to Access the Contacts Section:
Navigate to Contacts
Click on Contacts in the left-hand sidebar to open the Contacts section of your Quickly account.
What You’ll See in the Contacts Section:
Search and Filter
Use the Search Bar to find specific contacts.
Use the Filter by Type dropdown to show only Customers, Vendors, or All Contacts.
Contact List
The contact list shows key details for each contact, including:Organization Name and Contact Email
Invite Status (e.g., "Accepted Invite")
Payment Terms (e.g., Net 30)
Contact Type (Customer or Vendor)
Actions
Invite Contact or Add a New Contact: Click these buttons to add or invite new contacts.
Edit or Remove Contact: Use the three-dot menu next to each contact for additional actions.