Managing Contacts

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

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

Add New Contacts - CSV Import

Use a CSV File to Import contacts over from various CRM and Customer Storage Platforms

Written by Matt Kitch
Updated over a week ago

Add New Contacts

How to add new contacts so you can start sending them FileInvites

Written by Ley Cangco
Updated over a week ago

Add a New Company

How to add a new Company to FileInvite

Written by Ley Cangco
Updated over a week ago

Assign a Contact to a Company

How to assign a contact to a company

Written by Ley Cangco
Updated over a week ago