In this guide, we'll walk you through the steps to create a new contact type and add a new contact to a client in Rentopian.
Step 1: Create a Contact Type
From the left-hand menu, click on Clients.
Select Contact Types from the dropdown menu.
On the Contact Types page, click the Add Type button.
Enter a title for your new contact type (e.g., “Demo”).
Click Confirm to save your new contact type.
Tip: Choose a contact type name that helps you easily remember its purpose (e.g., Sales, Dispatch, etc.).
Step 2: Add a New Contact
Go to the Client Profile for the client you'd like to add the contact to.
Click on the Contacts tab within the client profile.
Click the Add Contact button.
Fill out the contact form with the following details:
Company Name (e.g., XYZ)
Full Name of the contact (e.g., John David)
Phone Number
Email Address
Contact Type - choose from your previously created types
Department (optional)
Status - active or inactive (default is active)
Click Save Contact to finish.
You will now see the new contact listed under the Contacts tab for that client, and they will be marked as the primary contact.