Contacts

Managing Contacts

Adding Individual Contacts

In the Contacts section, you can manually add individual contacts by clicking the "+" button. Enter the following customer details:

1. Phone Number
2. Email
3. First Name
4. Last Name
5. Full Name
6. Customer ID
7. Description
8. Address
9. Country
10. And other relevant fields

Importing Contacts in Bulk

For a faster process, you can import multiple contacts at once by dragging and dropping a file, such as a CRM export.

During the import, follow these steps:

1. Map each column in the file to its corresponding field (e.g., First Name, Address, etc.).
2. Ensure that all data is properly aligned for accurate integration.

This dual approach to managing contacts allows for flexibility, whether you’re working with individual entries or large datasets.