Contacts

Overview of Contacts in Zacx

The above video contains:

1. Creating and importing Contacts.
2. Editing the Contact data
3. Assigning tags and team members to contacts in zacx
4. Adding new custom fields of different types with in Zacx
5. Editing the existing custom fields in Contacts
6. Creating and editing tags inside of Zacx

Import Contacts

NOTE:

1. Ensure the number column in your CSV has the country code without the plus sign, and no spaces or dashes. Format it as a custom number format without any decimals at the end.
2. If you are importing any Date fields make sure they are in DD-MM-YYYY or MM-DD-YYYY format.
   For time - Use HH:MM format or HH:MM AM/PM
3. Create custom fields for any additional columns in your CSV file.
4. Map the CSV headers to the appropriate system fields or custom fields during import.

The Above Video Contains

1. Formatting contacts in the Google Sheet/Excel and saving as CSV file
2. Importing Contacts from a CSV file
3. Different methods to import new and update existing contacts
4. Assign tags and users while importing contacts