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 Nora Olano
Written by Nora Olano
Add New Contacts - CSV Import
Use a CSV File to Import contacts over from various CRM and Customer Storage Platforms
Written by Nora Olano
Updated over a week ago
Updated over a week ago
Add New Contacts
How to add new contacts so you can start sending them FileInvites
Written by Nora Olano
Updated over a week ago
Updated over a week ago
Add a New Company
How to add a new Company to FileInvite
Written by Nora Olano
Updated over a week ago
Updated over a week ago
Assign a Contact to a Company
How to assign a contact to a company
Written by Nora Olano
Updated over a week ago
Updated over a week ago