Learn how to add contacts by entering data in a form or importing data from from an integrated system.
Overview
The "Create and Manage Contacts" guide provides clear, step-by-step instructions on how to navigate, create, modify, delete, and export contact information within the Smarter Drafter platform. This guide is essential for users looking to efficiently manage their interactions with external individuals and ensure their contact database remains accurate and up to date.
Learning Outcomes
By using this guide, you will learn how to:
- Access and navigate the Contacts List.
- Add new contacts manually or through integrations.
- Modify existing contact details as needed.
- Remove outdated or incorrect contact records.
- Export filtered contact lists to a CSV file for external use.