Contacts

Modified on Mon, 14 Jul at 8:03 AM

In the Contacts section, you can manage all your saved networking contacts. You have the option to view your contacts in either a list or board format, depending on which layout works best for you.


Table of Contents


Search and Sort Contacts

You can search and sort your contacts by criteria such as name, company, position, and other information.
Use the search and filter functions to quickly find specific contacts and stay organized.


Upload Contacts via CSV File

If you have a large number of contacts, you can conveniently upload them as a CSV file. Just follow these steps: 

  1. Click "Upload Contacts"
    Start the upload process by clicking the "Upload Contacts" button.

  2. Download CSV Template
    Then download the provided CSV template.

  3. Fill Out the Template
    Enter your contact information into the template. Make sure not to modify the headers, as this could cause upload errors.

  4. Save and Upload the File
    Save the completed file and upload it by clicking "Choose File".

  5. Upload Contacts
    Once the file is selected, click "Upload Contacts" to complete the import. 

   

Add Contacts Manually

If you'd like to add a single contact manually, click "Add Contact" and fill out the form with the appropriate information.
Finish the process by clicking "Add Contact" again to confirm. 

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