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Managing Contacts

Managing Contacts

Guides on Creating, Importing and managing Contacts as well as Creating and Assigning Contacts to Companies

Matt Kitch avatar Ley Cangco avatar
4 articles in this collection
Written by Matt Kitch and Ley Cangco

Add new contacts

How to add new contacts so you can start sending them FileInvites.
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Add a new company

How to add a new company to FileInvite.
Ley Cangco avatar
Written by Ley Cangco
Updated over a week ago

Add New Contacts - CSV Import

Use a CSV File to Import contacts over from various CRM and Customer Storage Platforms
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

Assign a Contact to a Company

How to assign a contact to a company
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago
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