Manage Contacts - Overview

This article will give you step-by-step instructions on how to manage, import, and export contacts. Managers & Administrators can import new contacts, export current contacts, make changes, then update them.

Only an Administrator or Manager can manage contacts.

Click "Manage Contacts"
From here, you can Search, Update current contacts, Import a customer upload, or Export Contacts.
If you are an Administrator, you will see a dropdown for All groups or you can select an individual group.

If you are a Manager, you will be able to select contacts by group.
After selecting All or an individual group, you can click the pencil next to a contact to edit their information.

From here, you can make changes to the contact and then click Save, or you can Delete a contact.
To Update contacts, go to the Update tab and select Export Contacts. Check your email for the export, and then click Continue.
After making edits to the export, click Browse Files and upload the updated export, then click Continue.
The next page will allow you to review the updates made and then you will click Apply Updates.
Once submitted, you will see this screen, and you can click Done.
To Export your contacts, you can click the Export button in the top left-hand corner.
Administrators can select All or individual groups.
Managers can select by individual groups.

To import a customer list, an Admin or Manager will:

Every row needs to have First Name, Cell Phone Number, and an 'X' under the Group name.
If you are adding Account Reps, you must put the user's email address.
Please do not make changes to column 18

Once you have filled out the document with your customer's contact information, click "Continue."

Follow the instructions in Step 3 and then click "Save & Continue"
Review Step 4 and then click "Import"
- If you would like to send a Welcome Message to the new contacts, you can select the check box.