Associate a Client Billing Contact

This article details how to create a Billing Contact for a Client.

Note: Client Contacts can be given permission to access reports in Upland Analytics. For more information see Granting Client Contacts access rights to Upland Analytics.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Work to expand the corresponding menu.
3. From the Work menu items, click Clients.
4. From the Clients list page, select a Client by clicking on it's Name.
5. Upon the Client Edit page displaying, navigate to the Contacts tab to access the Contacts list page.
6. From the Contacts list page, click New.
7. Upon the Create Contact page displaying, enter the following required information:
   1. First Name: Enter the client contact's first name.
   2. Last Name: Enter the client contact's last name.
8. Enter the contact's Email address and Title.
9. In the Contact Type section, choose Billing.
10. Click Save.