Skip to main content
All CollectionsQuick Start Guide Adding your people
Creating and amending contacts
Creating and amending contacts

Learn how to add all the necessary contacts that will be joining or facilitating calls.

Updated over 11 months ago

To add a contact

  1. Click on the Contacts tab located on the top navigation bar.

  2. Click on the New contact button to begin.

  3. Enter the contacts details, and make sure to add a preferred name as this is how they'll be identified in calls. An email address is needed if they'll facilitate or join video calls.

  4. Choose the appropriate role for the contact based on what they'll be doing. Role Descriptions

  5. Click Add contact to save the changes and be taken back to the main contact list.

To amend a contact

  1. Click on the Contacts tab located on the top navigation bar.

  2. Find the contact you want to amend by either searching for them or scrolling through the list and click on the Edit button.

  3. Amend any of the details you'd like to change.

  4. Once complete, click Update contact to save the changes and be taken back to the main contact list.


Bulk upload

If you've got a large list of contacts, then get in touch and we will manage the bulk upload for you.

Did this answer your question?