Add, edit or import contacts

You can add a contact in multiple ways, while logged in on your computer, or on our mobile application.

In this article, we’ll cover:

• Adding  contacts

• • Importing contacts from a spreadsheet
  • Adding a contact after a call
  • Adding a contact from the contacts management page
  • Syncing contacts from an integration
• Deleting and editing contacts

Adding contacts

Adding a contact after a call

1. Complete the call

   After finishing a call, you will be directed to a screen where you can review and add notes about the call.

   

2. Add the contact

   If the person you spoke with is not already saved as a contact, click the person icon at the top of the screen to add them as a contact. This icon is shown in the screenshot below:

   

Adding a contact from the contacts management tab

1. Navigate to contacts

   Find the Contacts tab on the left-hand side of your screen.

   

2. Add a new contact

   Click on the “New” button. Enter the contact information in the fields provided on the right-hand side of your screen.

   

Syncing contacts from another software

1. Enable contact syncing

   VXT integrates with many tools that support contact syncing. Enable this integration to sync all your contacts from the connected software into VXT.

2. Automatic updates

   Once the integration is set up, new contacts added in the external software will automatically sync with VXT. Note that syncing occurs approximately every ten minutes, so new contacts might not appear immediately.

Importing contacts from a spreadsheet

1. Open contacts tab

   Navigate to the Contacts tab on the left-hand side of your screen.

   

2. Import contacts

   Next to the “New” button, select the three dot drop-down button and choose the ‘Import’ option. You can either drag and drop a file or select a file from your system.

   

3. Complete the import

   You can either drag and drop a file or select a file from your system.

   

   If the import is successful, you will see a confirmation screen. Click ‘Done’ to continue.

Deleting and editing contacts

Editing contacts

1. Open contact manager

   To edit a contact, find the contact in the Contact Manager.

   

2. Edit contact Information

   Select the contact you want to edit, and update the information as needed.

   

Deleting contacts

1. Select the contact

   Choose the contact you wish to delete from the Contact Manager.

   

2. Delete the contact

   Click on the three dots next to the contact’s name and select 'Delete'.

   

For further assistance or if you have any questions about managing your contacts, please reach out to our support team.