How to create a new contact/ contact group?
- Logon to your LegalXGen Account.
- Go to Manage Contacts
- Click on the ‘New Contact‘ button on the top right.
- You’ll be presented new contact form to capture the details of new contact.
- Enter the required fields and click on ‘Save‘ button present at the bottom.
- Contact Type: Company or Individual or etc.
- Name: Name of the client/contact.
- Code: Short name for the client/ contact.