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  • They must have a Full Name (first and last name)

  • They must have an Email Address

  • They must have a Phone Number

  • They must have a Job Description

  • They must have a Role

  • They must have either Accounts Payable or Purchasing Officer ticked (flagged)

  • All other fields are optional and can be filled in if you have those pieces of information.

  • Once you have made sure the above is filled in, then click on the button Save

  • Then select the contact and click on the button Send Contact To Web