The Quickest Way to Add a Contact Person
Navigate to Contacts → People and press the 'Add a Person' button in the top-right of the page
Enter contact details. Only the contact's name is required. Optionally, add their job title, phone number, and/or email address.
Press "Add Person"
Other Methods of Adding People
Add a person through the Company Details panel (for known company contacts).
A "known" company is someone who is already in your contacts list. RiffleCM links known contacts directly to a Company Details panel, so you always have their info immediately available whenever you need it. To add a Person via the Company Details panel:
Press a company name to open a Company Details panel
Press “Add a Person” in the Contact(s) section
Add a Person when you confirm a Bidder
When you receive a project invite from an unknown company (someone not in your contacts list), RiffleCM will ask you to confirm that bidder.
From any page where you can see project information, select a project that has an unknown bidder attached.
This will open a panel, click on "view/edit dates & bidder(s)" or "View & edit more project details" to navigate to the Project Overview page.
On the Project Overview page, scroll to the "Bidders/GCs for This Project" section.
Press the green check mark icon to confirm the bidder
To remove the unknown bidder from the project, press the red person icon.
Confirm or enter details about the company, such as name, bid due date, bidder type, and address.
Confirm or enter contact details for the new contact.
