Log in to your account
From the menu, select Contacts
In the top-right corner, select Invite Contact
Enter contact information
Choose Yes or No for the "Would you like to invite this user to pre-qualify for financing?" question
If you select Yes, the contact will receive an email prompting them to create an account in HomeLynx (the customer-facing portal).
Click Invite Contact
You will now be able to attach the contact to new projects and send the contact estimates.