Contacts are people who sign up on your landing page. They’re typically leads for your business. Your job is to nurture and qualify contacts to become clients of yours. Ambit it built to help you do that.
How do I add a new contact?
Click “Add contact”
It will open a drawer with a form for the new contact.
Fill out the data for your new contact.
The “email” field is required.
Click the “Add contact” button at the bottom of the drawer or press the Enter key to add the new contact
How do I edit an existing contact?
Click on the “More” icon (three dots vertically aligned), at the far right end of table row of the contact who you want to edit.
It will open an overflow menu.
Click “Edit contact”
It will open a drawer with a form to edit the contact.
Fill out the data for your new contact.
The “email” field is required.
Click the “Update contact” button at the bottom of the drawer or press the Enter key to add the new contact
How to delete a single contact
Click on the “More” icon (three dots vertically aligned), at the far right end of table row of the contact who you want to edit.
It will open an overflow menu.
Click “Delete contact”
It will open a confirmation modal asking the user for confirmation to delete the contact.
Click “Delete contact” on the modal.
How do I delete many contacts at once?
First, select the contacts you want to delete.
To select a contact, click on the checkbox at the far left of the table row of the contact who you want to select.
Do this for as many contacts as you want to delete.
When one or more contacts are selected, a delete button will appear in a new bar above the table, at the far right end of the bar.
How do I import contacts (add multiple contacts at once)?
Click “Import”.
A modal will open, prompting the user to upload a CSV file.
The left side is a drop target that can have a file drag-and-dropped onto it to be uploaded. It can also be clicked to open a traditional file dialog.
The right side is a table indicating to the user which columns they should specify in their selected CSV file.
As soon as a file is uploaded, it will be processed and a new contact will be added for each row in the file.
How do I view a contact’s details?
Click on the “View” link at the right end of the table row of the contact who you want to edit.