Add shared contacts

You can add and share Contact Center contacts in several different ways.

Step 1 – Go to the contacts menu

1. Click on gear icon in the main menu.

2. Select your organization.

3. Click on Contact Center and then on Contacts – people.

Add contacts manually

1. State first name & last name, as well as business and position (optionally).

2. Addemail address (optionally).

3. Addphone number (mandatory).

4. Click on Save.

Add contact from contact list

1. Select one or more contacts from your personal contact list.

2. Click on Import to share with others.

Import contacts from file

Please use the attached example file or structure your existing file in the same way.

1. Click on plus icon to upload the file.

2. Check that the information entered is correct and click Import.

3. Click on Add.

Paste contacts from list

1. Paste the contacts into the input field according to the format: "FirstName, LastName, email@address.com, +46701234567, Company, Title" (all fields are optional, use one line per contact)

2. Check that the information entered is correct.

3. Click on Import.

Delete contacts

1. Select the contacts you want to delete.

2. Click on edit button.

3. Click on Remove.

Share Contact Center contacts

1. Click on gear icon in the contact menu.

2. Choose whether to share contacts based on Roller, team or directly to user.

3. Do you want to share with everyone? → Toggle on “Share with all users in the company”.