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 the gear icon in the main menu.

2. Select your organization.

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

Add contacts manually

1. Enter first name & last name , as well as company and position (optional).

2. Add email address (optional).

3. Add phone number (required).

4. Click Save .

Add contact from contact list

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

2. Click 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 the plus icon to upload the file.

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

3. Click 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 Import .

Delete contacts

1. Select the contacts you want to delete.

2. Click the edit button .

3. Click Delete .

Share Contact Center contacts

1. Click the gear icon in the contact menu.

2. Choose whether you want to share contacts based on roles , teams , or directly to users .

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