Contacts Manager

How to use the Contacts Manager tool in the Paperless Agent Campaign Director.

Manually Add a New Contact
Click the green ‘+’ icon next to Add New Contact to make a manual entry. Enter the contact record’s First Name, Last Name, and Email address (phone numb...
Thu, 29 Jun, 2023 at 11:58 AM
View and Edit a Contact
Select a contact by clicking the record in the middle panel. The specific contact information for that record will appear on the right-hand side. The re...
Thu, 29 Jun, 2023 at 11:57 AM
Import Contacts via File
The following file formats are accepted for importing contacts: .VCF & .CSV. File data must include headers with at least: First Name, Last Name, an...
Thu, 29 Jun, 2023 at 11:57 AM
Delete a Contact(s)
Select a contact by checking the “white box” next to the record’s Name in the middle panel. A red button will appear above the contact list: ‘Delete’. ...
Thu, 29 Jun, 2023 at 11:58 AM
Download a Contact(s)
Select a contact by checking the “white box” next to the record’s Name in the middle panel. A blue button will appear above the contact list: ‘Download’...
Thu, 29 Jun, 2023 at 11:58 AM
Messaging a Contact(s)
Select a contact by clicking the record in the middle panel. The specific contact information for that record will appear on the right-hand side. Clicki...
Thu, 29 Jun, 2023 at 11:58 AM