Contacts
To create a new Customer.
Step 1: Clicking on Contacts
Step 2: Click on Add Customer.
Step 3: Fill mandatory fields >> click on save
Step 4: You can see the new created customer at the top in the table.
Contacts Overview:
Our Contacts feature empowers you to manage your connections seamlessly. Here's a quick rundown of what you can do:
Create Groups: Organize your contacts efficiently by creating custom groups. Categorize and manage your network with ease.
Create Contacts: Add new contacts effortlessly. Input their details to build a comprehensive database tailored to your needs.
Choose Pipeline: Define the flow of your contacts by assigning them to specific pipelines. Streamline your communication and engagement process.
Import/Export: Save time by importing contacts in bulk. Need data outside our platform? No problem – export contacts to Excel or CSV formats.
Mypipeline Location API: Integrate our Contacts feature with MyPipeline Location API for enhanced functionality and location-based insights.
Pabbly Integration: Enjoy seamless connectivity with Pabbly for extended contact management capabilities.
Batch Delete: Efficiently manage your contacts by deleting multiple entries at once. A time-saving feature for keeping your database clean.
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