Add, Edit and Remove (Delete) Customer Contacts

Created by Lachlan Robbie, Modified on Thu, 29 Feb 2024 at 09:26 AM by Christina Fenech

In this guide, you will learn how to efficiently manage your customer contacts by adding, editing, and removing them from your records.

Adding a Customer Contact





 


If you'd prefer to bulk upload your Customer Contact list, you can follow the steps below to download the template and then upload it back on to your account.


 


Editing a Customer Contact

Here's how you can modify an existing customer contact:

1. Access the "Contacts" section.

2. Locate and select the customer whose information you want to edit.

3. Click on the "Edit" option.

4. Update the necessary contact details.

5. Remember to save your changes.

Removing a Customer Contact

Follow these steps to remove a customer contact:

  1. 1. Visit the "Contacts" section.
  2. 2. Find and select the customer entry you wish to delete.
  3. 3. Click on the "Remove" option.
  4. 3. Confirm your intent to delete the contact by clicking "Accept."

By following these straightforward instructions, you can seamlessly manage your customer contacts, ensuring your records are up-to-date and accurate.

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