Contact Management

Add contacts:

1. Click Contacts in the left sidebar.

2. Click Add Contact.

3. In the pop-up window, add:

• Name
• Email address
• Optional phone number
• Optional setting to share with all company users

4. You can also import contacts from:

• Gmail
• CSV files (for other providers or LinkedIn)

5. Save when done.

Delete contacts:

• Hover over a contact and click the trash icon
• Select multiple contacts and click Delete
• Use the left-side delete option to remove all contacts

Group contacts:

• Click Add Group, name it, and save
• Assign contacts to groups using the group icon or bulk selection

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