Article

How do I create a new contact in my Pipeline project?

Body


There are multiple ways to create new Contacts, manually and in bulk. 
 
  1. Go to the Contacts tab.
  2. Click Add Contact. 
  3. Fill in the contact's information.
  4. Click Show More to show more fields.
  5. Click Add to save the information. 

Click to edit a cell in the Contacts tab.



Import multiple contacts:
 
  1. Click Import.
  2. Import contacts using one of two files types:
    1. Outlook export (.csv)
    2. Click Download Template and populate it with your data. 
  3. Browse for, or drag and drop either option. 
  4. Click Import button. 

Create contacts from the Tracker tab and the Inbox tabs. See:

How do I add a Contact to a Target in Pipeline?



 
Title
How do I create a new contact in my Pipeline project?
URL Name
How-do-I-create-a-new-contact-in-my-Pipeline-project

Summary

This FAQ provides a step-by-step guide on adding new contacts in a Pipeline project. It explains both manual and bulk methods for creating contacts. It emphasizes actions like going to the Contacts tab and clicking Add Contact.

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