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Contacts & Organizations

Creating new contact
Contacts form an integral part of all the communication required for a lead. You can save all the people essential for lead communication under Contacts. T...
Mon, 24 Feb, 2020 at 4:43 PM
Editing an existing contact
You can edit an existing contact by clicking on Contacts from the More dropdown,  Find the contact that needs to be edited and click on the button Edit n...
Mon, 24 Feb, 2020 at 4:44 PM
Deleting an existing contact
You can delete an existing contact by clicking on Contacts under the More dropdown, Find the contact from the list and click Delete next to that contact...
Mon, 24 Feb, 2020 at 4:44 PM
Editing an existing organization
You can edit an existing organization by clicking on Contacts from the More dropdown, Under the Contacts page, click on Organizations, find the organizat...
Mon, 24 Feb, 2020 at 4:45 PM
Creating new organization
To create a new organization select Contacts from the More dropdown. Click on the option Create New Organization, Enter the organization details an...
Mon, 24 Feb, 2020 at 4:46 PM
Deleting an existing organization
You can delete an existing organization by clicking on the option Contacts from the More dropdown, Within the contacts page, click on Organizations, find...
Mon, 24 Feb, 2020 at 4:47 PM
Importing Contacts
You can import your existing contacts both from a CSV file or an Excel file into your ClinchPad account. To import contacts, click on Settings from the top ...
Mon, 24 Feb, 2020 at 4:49 PM
Importing Organizations
You can import your existing organizations both from a CSV file or an Excel file into your ClinchPad account. To import organizations, select the option Se...
Mon, 24 Feb, 2020 at 4:50 PM
Exporting Contacts
You can export your entire contacts to either a CSV file or an Excel file from your ClinchPad account. To export contacts, select the option Settings from ...
Mon, 24 Feb, 2020 at 4:51 PM
Exporting Organizations
You can export your entire organizations list to either a CSV file or an Excel file from your ClinchPad account. To export organizations, select the option...
Mon, 24 Feb, 2020 at 4:52 PM