Managing Your Contacts

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Managing Your Contacts

The Contacts tab acts as your online address book where you can manage your entire customer list.  As new leads come in, once rated and saved, they’ll be automatically added to this page as a new contact, where you can access their phone number for future marketing efforts. You can use this for review solicitation and email marketing where applicable.

Adding Contacts is Easy

  • First you  'Add Contacts.'
  • Next, select 'Add a Single Contact' from the dropdown menu.
    You can also upload a CSV file to import any customer lists you have previously compiled by simply clicking ‘Import Contacts’ here instead.
  • Once you click save you will see the contact listed in your dashboard.

Ad Contacts

Click Ad Contacts located in the top right of your screen.

Single or Import

Add a single contact or import in bulk.

Contact Information

Use the pop-up window to input and store contact information.