1. Go to 'Business Setup' > Advisers > Select the adviser in which you want to add a contact person
2. Click on the ‘Contact Person’ tab on the Adviser screen. Click on the ‘Add’ button
3. The next screen requires some mandatory information, enter all the below-mentioned fields:
- First Name
- Last Name
- Email Address
- Role
4. Click on ‘Save’
5. The contact person is created
