Getting started with Contact Monitoring

Monitor Contacts
Here you can check the user’s Name, Email ID, Country, Points, and Location from a single dashboard.

a) Add New Contact 

You can add contacts in two ways:-

Go to Dashboard Select “Contacts”.

1.  New Contact
You can also create the New Customer while clicking on “New“, from the right corner of the screen.

2. Fill in the initial entry as per the data.

3. Click on the “Save and Close” tab.

b) Quick Add 

1. Click on the “Quick Add” option from the right corner of the screen.

2. Fill all the fields accordingly in the new box that appeared on the screen.

Click on “Save”.

c) Import/Export Contacts

To Import: –
1. You can easily Import the contacts.
Click on the “Import/Export” option beside “New”.

Select the Import option.
2. Upload the “CSV” file.

d) To Export:-
You can easily Export the contacts.
Click on the “Import/Export” option beside “New”.
Select the Export option.
A CSV file will get downloaded.