Contacts
Information about Customer Contacts
One-Time Bulk Import of Contact Assignments (Primary/Position)Kolleno can assist with a one-time import of person assignments via CSV file, upon request.
One-Time Bulk Assignment of Positions to PersonsKolleno can assist with a one-time bulk assignment of positions to persons via CSV on request.
One-Time Bulk Primary Marking of PersonsKolleno can assist with a one-time bulk update to set or unset persons as primary contacts via CSV on request.
Duplicate a Contact PersonDuplicate an existing contact in Customer Hub to save time when adding similar details.
Adding Multiple Email Addresses to a ContactSeparate the email addresses with commas or semicolons; Kolleno will send to all addresses.