Step 1: Select the scheme you wish to add the contact to.

Step 2: Select the plot.

Step 3: Then choose the contacts tab.


Step 4: Here you can add a new contact or add existing contact.  

Step 5: Complete their information such as name, title, email, phone number and mobile.

Step 6: Select save.

Step 7: Select the primary contact by selecting the radio button.  The primary information will pass through to every ticket created.

Step 8: The option will be created as Awaiting Invitation (Invite to clixifix) which will allow the purchaser access to the Homeowner Portal if appropriate.