Adding Contacts

Go to the Contacts tab at the top of your workspace account, then click the New Contact option to add a contact. The first and last names, as well as the email address, are required fields when creating a contact. Other fields, such as phone number, street address, city, state, country, zip code, and notes, are optional and may be filled out as desired.

Once you've completed filling out the information, click the Add Contact button at the top to save your contact. Take a look at the screencast below as an example:

Importing Contacts

Important Note: You should have explicit permission before you upload contacts to Kindest. You can upload contacts more than once.

You can utilize the import contacts option to add many contacts at once. To import the CSV file containing your contacts, go to the Contacts tab at the top of your workspace and select the Import button. This will take you to a new page where you may drag and drop the CSV file or upload it. Once your CSV file with your contacts has been uploaded, you'll be directed to a screen where you must map the header of your CSV file to the contact fields in Kindest. Simply click the Import Contacts button after you've completed mapping out your contacts to have them loaded automatically. Allow a few moments for the Contacts page to reload and your new contact list to appear.

See it in action:

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