How to add Contacts
- 08 May 2023
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How to add Contacts
- Updated on 08 May 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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1. Hover over the Manage tab near the top of the page and click on Contacts.
2. Click + Add New Item.
3. Fill out the form presented to you (most of the fields in the form are self-explanatory).
4. Click Save at the bottom of the page when done.
Newly created contacts will appear on the Contacts page after the page refreshes.
Note:
If you would like to input a large number of {{variable.Contacts}} at once, fill out the {{variable.Customers}}/Contacts Import Excel Template. You can download it by clicking here. Make sure you click on the Contacts tab in Excel to view the right sheet. Red asterisks (*) denote required fields. After you are done, save the file and send it to support@builtspace.com.
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