Add a New Contact to a Project

You can create a new contact to add to a project by going to Projects > Contacts > Add Contacts > Add . Once created, the contact can be invited to your projects in Viewpoint Team™.

You have to create a project in Viewpoint Team™ before you can create a contact.

Note: When you add a contact to a project, that contact appears in the project contact list but does not join the project as a collaborator until invited to join.

From the home page, under Projects, select the name of the project you want to open.
Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
The Dashboard for the project appears.
Select the Contacts tab.
Click the Add Contacts button to open the Add Contacts or Users to Project page.

Note: Before continuing, use the search field to check that the contact does not already exist in your enterprise.
To add a Team user (someone who has a Team user account) to a project, you must enter the full email address associated with that user. Note that this does not apply if your enterprise is configured to limit contacts to Vista PM firms.
Click the Add button .
In the window that appears, enter the contact details, and then click Continue. Fields with a red asterisk are required.

Note: Once the new contact has been added, you can enter a phone number for that contact by using the Edit Contact option from the Contacts page.
Click the Add/Invite button.

The contact is added in Viewpoint Team™ and to the project.

Add a New Contact to a Project

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