Guide to Using the Contacts Page
1. Accessing the Contacts Page 0:02
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Start by navigating to the contacts page.
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You will see four sample user contacts from the persona list.
2. Adding a New Contact 0:25
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Click on the plus sign to add a new contact.
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Fill out the required fields:
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First Name
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Last Name
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Email
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Phone Number
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Additional information is optional.
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Click 'Add' to save the new contact.
3. Editing or Deleting a Contact 0:53
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You can edit the information of any contact you have added.
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If necessary, you can also delete a contact.
4. Importing Contacts from a CSV File 1:10
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To import contacts, ensure you have a standardized CSV template with a header row.
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Download the template and fill it out.
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Click on 'Upload' to import your CSV file.
5. Connecting to a CRM 1:40
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Go to Settings and then the Integration tab.
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Select the CRM you want to connect (e.g., Outreach, Salesforce, HubSpot).
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Click 'Connect' to integrate your CRM.
6. Fetching Contacts from Your CRM 1:59
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After connecting your CRM, return to the contacts page.
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Click on 'Get List' to fetch data from your connected CRM.
7. Syncing Contacts 2:14
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Click on any contact list you want to view.
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Make sure to click 'Sync Contacts' to synchronize the information from your CRM.
8. Conclusion 2:39
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You should now see the contacts that have been added.
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Thank you for watching, and have a good day!