How do I add a contact to the prospect list?Last Updated: April 01, 2019
There are two ways to add contacts:
- By using the "+Contact" option
- By using the "Import" option
1. Using the "+Contact" option
Select the 'Contacts' tab on the prospect list screen and you'll see a button for creating a new contact on the right hand side.
Then you just have to fill out the contact form:
2. Using the "Import" option
Click on "Bulk Actions" and then click on "Import". You can get an option to import CSV or XLS file.
Choose your file and click on "Import from CSV"
The website address is optional. You may have a contact without a website address. If you add a website address then you'll also see an entry for this contact on the website section of this prospect table