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

General Notices