Organise Contacts

Customise, import, update your contact information

Customise Contact Column

Creating your own contact columns that best suit your needs

Step 1: Edit Columns on Contact page

Step 2: Choose add, edit, delete, or hide columns

Add: Name "Label" the column + "Field Type"

For example:

• Label: Contact Owner

• Field Type: Single-Line Text (i.e Henson Tsai)

Edit: Modify existing column "Label" or "Field Type"

Field Type Examples:

• Single-Line Text: Henson Tsai

• Multi-Line Text: Room9, Entrepreneurship Centre, Core D, Level 3, IT Street, Cyberport

• Number: 2

• Phone Number: 98765678

• Email: [e-mail]

• Dropdown Select: "Prospect", "Lead", "Customer"

• True/False: "True", "False"

Delete: Remove column permanently

Hide: Hide less important columns

• Column and information within is still stored.

• "Edit" and "Unhide" to make it visible again

Your Contact Column is all set!

Step 3. Import Contacts 📒

Import Contacts