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LocalContacts Training

LocalContacts Training

We will take you through the basics of LocalContacts. This is a 2 part series. Part 1: 8 Mins. Part 2: 12 Mins

Written by Paulo

Updated over a week ago

LocalContacts Pt 1 Training

In this video we cover:

Adding Contacts Manually
Contact Cards and Managing Customer Relationships
Updating Contact Information
Adding Contacts in Bulk
Navigating LocalContacts
Sending in Bulk

Spreadsheet used for bulk upload

LocalContacts Pt 2 Training

In this video we cover:

Adding Contacts in bulk (with custom details)
Adding Contact Fields
HIPAA Compliance
Setting up filters
Viewing more contacts at a time

2nd Spreadsheet used for bulk upload

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