Add a New Contact

Creating a contact is a straightforward process.  You must be logged into your portal as an admin.

How to Create a Contact

1. Click on the Contacts tab on the main menu.

2. 2. Click + Add Contact.

   

3. On the New Contact page, enter the user details. Full Name and Email are required fields, all other fields are optional. Expand the Additional information to view other CRM filed information and Tags.

4. Here you can also add Alt. emails (separated by commas). Each of these Alt. emails will be CC'd on all communications that come from the portal except password reset emails.
5. Click Save to add your new user to the portal.

Finally, invite the user to sign into the portal using the password reset functionality.

How to Bulk Add Contacts

1. From the Contacts tab, click on the Download button and select the preferred template type: XLSX, CSV, or XLS to download the template.

   

   
   
2. On the downloaded template, add the contacts you want to bulk add to the portal.
   1. Contact ID can be left blank.
   2. Contact Full Name is mandatory.
   3. Contact Email Address is mandatory.
   4. Contact Country is mandatory.
3. Click the Upload button when ready to bulk add the contacts using the completed template.