Contacts

Effortlessly manage and organize your business relationships with the Contacts feature.

Creating new contacts

1. Click Contacts in the left sidebar menu.

2. Select Create new contact and fill in their details, including:

• Phone number

• Email address

• Social accounts

1. Add Tags to categorize them (e.g., Prospect, Supplier, Referral, or Client). You can also create custom tags to fit your needs.

Importing contacts from a CSV file

1. Click the Import button.

2. Upload your CSV file (max size: 50MB).

3. Tick the consent box and click Continue.

4. Customize the contact profiles as needed, then click Continue to complete the import.

Your new contacts are now ready to go.

Stay organized and find the right contacts when you need them.