How to Create Contacts

How to Create Contacts

From your contacts dashboard select the "+Add Contacts" in the upper right hand corner. Form here you can create individual contacts, import a list of contacts or link to your Redtail account to sync your contacts. 

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Create A Contact

You can manually create contacts one by one. Once you have entered all the required information, the contact is saved. If you do not know all the asked for information, that’s fine. Only First Name, Last Name and Email are required to create the contact.

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You can always go back and edit the contact later. Also, the user can edit and update their profile once you invite them. Notice that the contact is not automatically invited.

This affords you to opportunity to invite them when you’re ready to invite them and click into their profile and add any details you want to before inviting them.

Import Contacts

You can also perform a mass upload of contacts via a csv or xls file. Below we have provided templates for each format. Only the first three columns are required for the application to create the contact: first name, last name, and email. Simply export your contact list to either a cvs or Excel sheet and upload as instructed. If errors are made, you will be shown those errors and asked to correct to complete the import.

Connecting to Your Redtail Account

 

 

 

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