Your firm and its employees may want to set up test contacts so you can see the client's view on both the desktop and the mobile app.
You must use a personal email for the primary email when creating a contact.
To create a Contact:
1. Click +Add New at the upper-left hand side of your screen.
2. Click Contact.
3. Fill out the following fields (Note: making up a contact name is best practice)
a. First Name: Pam
b. Last Name: Beasley
c. Primary Email: your personal email
4. Click Save.
5. Click the ellipses on the right-hand side of the screen.
6. Click Send Invite.
The invitation to Liscio will now be sent to your personal email.