How To Create & Manage Contacts

a. How To Create a Contact

1. Go to Contacts from the left menu.

1. Click New+.

1. Fill in details (Name, Email, etc.).

1. Click Save & Close.

b. How To Edit a Contact

1. Go to Contacts.

1. Click on a contact name.

1. Click on Edit to update fields as needed.

1. Click Save & Close.

c. How To Delete a Contact

1. Go to Contacts.

1. Select the checkbox next to the contact.

1. Click Delete from top action bar.

d. How To View Contact Activity

1. Open a contact profile.

1. Review email opens, clicks, form submissions in the timeline.