Creating the Pix Contact Role (Brazilian Hub SuiteApp)

Create a contact role to assign to contacts to which you want to send Pix payment information via email.

To create the Pix contact role:

  1. Go to Setup > Sales > Setup Tasks > CRM Lists > New.

  2. In the Add to CRM Lists page, click Contact Role.

  3. In the Role field, enter Pix.

  4. Click Save.

Related Topics

Pix Email Recipients Setup (Brazilian Hub SuiteApp)
Setting Contacts as Pix Email Recipients (Brazilian Hub SuiteApp)

General Notices