Creating a contact
Click on the Create Contact button in your dashboard to quickly add a new contact to your portal.
Deleting a contact
You can delete contacts in bulk or individually. Under Contacts, use the Bulk Actions feature to delete contacts.
Frequently Asked Questions
Is there a way to export my contacts?
We don't have a feature to export your contacts, but if you're integrated with a CRM, you can download your contact list from there.
How do I make sure I don't upload duplicate contacts?
Our import/upload feature is smart, so if you have duplicates on your list our system will catch it and not create a duplicate contact.
If I update my contacts will that update the contact record in my integration?
If you are integrated to a CRM and you make changes to your contact, you will need to unlink and relink the contact from the integration to update it.
How do I upload/import a list of contacts?
Follow this guide to import/upload contacts.