How to add insiders before they are assigned to an insider project?

How to add insiders before they are assigned to an insider project?

If you want to add contacts to the system as a preparation before assigning them to an insider project, you simply go to the menu CONTACTS > MANAGE CONTACTS and then add the contacts. You can then add the contacts to an insider list from the drop-down meny on the insider project.



Once added as contacts, you can click the green name of the person to add personal details. Insiders will be asked to add their personal details the first time they are added to an insider list, but this is a way for the administrator to assist them in this task.


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