Manage Contact Center contacts

Add Shared Contacts

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

• 1. Enter first & last name, company, and title (optional).
  2. Add email (optional).
  3. Add phone number (required).
  4. Click save.
• 1. Select one or more contacts from your personal contact list that you want to share with others.
  2. Click import.

• Download the sample file provided and use it for the import, or structure your existing file in the same way. 

  1. Click on the plus sign to upload the file.
  2. Verify that the imported data is correct, then select Import.
  3. Click Add.

  Once the file has been uploaded, you will see all contacts in the list. If a contact is not imported correctly, it will be indicated in the list. You can delete or edit a contact in the list before it is imported.

• 1. Paste a list of contacts into the input field. Use the format: "FirstName, LastName, [e-mail], [phone], Company, Title" (all fields are optional). Use a separate line for each contact.
  2. Verify that the imported data is correct.
  3. Click import.

Delete Contacts

• 1. Click on the contacts you wish to delete.
  2. Click the edit button.
  3. Then click Delete.

Share Contact Center Contacts

• 1. Click on the gear icon in the contacts menu.
  2. Choose whether to share contacts based on roles, teams, or directly to users.
  3. To share with the entire company, toggle on "Share with all users in the company."