Manage Contacts

The portal allows you to manage contacts easily with a single click. You can club multiple contacts in a Contact Group and perform bulk operations on them.

To add a contact group, follow these steps:

1. Click on the Services tab from the side navigation.
2. Click Manage Contacts.
3. Here you can view the contact groups along with the relevant details.

4. Click on the Add New Contact Group button on the top-right.

5. Enter the Name and Description.
6. If you want to create a new field click on Add More, enter the field name, and click Save.

There are five operations that can be done from the Select an Action dropdown button.

Let's discuss them one by one.

Add Contacts

Fill in the required contact details to be added to the contact group and click on the Save button.

Check out the video below to understand the contact addition process:

Download (CSV) Contacts

Click the option to download a sample CSV file along with the field name, such as Phone Number, Name, Email ID, Address, and Company Name.

Upload(CSV) Contacts

Click this option to upload contacts in the same format as specified in the same file that you downloaded using Download(CSV) Contacts.

Here, if you want to skip the existing leads or want to skip the existing leads in all contact groups, then tick the checkbox against them.

View Contacts

Click the option to view the entire list of contacts under the selected contact group.

Edit

Click the option to update the contacts under the selected contact group.

Delete

Click the option to delete the contacts under the selected contact group.