Contacts

Learn how to edit, delete or create new contacts.

Contact List

Under contacts, you can find your whole customer base that has already been imported into the platform.

Adding a New Contact

Click the + single contact button in the contacts menu and fill out the form; fields with a * are required. You can choose to add this new contact to an existing group. Click save. There you go! Your new contact has been created. Or you can import multiple contacts at once by uploading a spreadsheet.

Adding a single contact:

1. 

3. Fill out the fields below for creating your contact.

Adding bulk contacts:

Click on Import Contacts:

Click on download template and fill in the spreadsheet according to the template. Save in CSV format and then upload to platform.

Editing a Contact

In the "actions" column, you can edit the information of each contact.