Contacts is a directory that contains information about the attendees or participants of a meeting or webinar, such as their name, tag, email address, phone number, and company name. With this directory, hosts can easily invite participants to their event or meetings.
In this article, we'll cover:
How to create & manage contacts
Go to cloudpresenter.com and log in to your account.
On the dashboard, from the side panel click on "Contacts".
Click "+ New Contact".
In the new contact window add Image, Email, First Name, Last Name, Job Title, Company, Phone Number, and Tags.
Once you've filled in all the necessary information, click "Add Contact".
Now, you'll find the contact you added displayed in the contact directory.
To edit or delete a contact, simply hover over the contact and click on the "Pencil" or "Bin" icon accordingly.
How to import contacts from a .csv file
From the dashboard, select "Contacts".
From the top corner click import
Click on the "Import" button located in the top corner of the screen.
Match your previous fields with the corresponding new fields.
Proceed by clicking "Next" and then "Submit"
After submitting, you will see a confirmation message indicating that the import was successful on the screen.
Now, on the contacts page, you will be able to view all of the contacts you have imported.
How to add custom fields in contacts
In the contact window, select "Custom Fields" and click "+ Add Fields".
Enter a name for the field. This will be the label that is displayed for the field.
Select the Type of field you want to add. Types include text, number, date, and single-select, and multi-select.
You have the option to mark the field as mandatory by checking the box.
Click "Add Field".
