Prerequisites:
Analyst and View Only accounts are unable to create or edit Contacts and Organizations.
Instructions:
Contacts:
To get started, you will locate the Contacts tab on the left-hand side of the page.
2. If you click on the Contacts button - you will land on the Contacts page.
3. Your contacts list will be populated from your initial data upload. If you need to
add a contact that is not in your imported list, you will click + Add Contact on
the top right of the page.
4. Once you're in the Add A Contact page - you can add your contact's
information. You can also upload contacts from a CSV file using the
Upload contacts and organizations from csv file button.
5. Once you have clicked Save - your newly created contact will be added to
your contact list.
Organizations:
To get started, you will locate the Organizations tab on the left-hand side of the page.
2. If you click on the Organizations button - you will land on the Organizations
page.
3. Your organizations list will be populated from your initial data upload. If you
need add an organization that is not in your imported list, you will click
+ Add Organization on the top right of the page.
4. Once you're in the Add Organization page - you can add your
desired organization's information. You can also upload contacts from a CSV file
using the Upload contacts and organizations from csv file button.
5. Once you have clicked Save - your newly created organization will be added
to your organization list.
6. If you ever need to add a filter to your organizations list, you can click Add
a filter next to the search bar on the top left. From there you can filter your
organizations by Account Owner, Industry, Tags, and Type.
