🎬 Missed Our Thursday Webinar On Our New Contacts Feature?

Don't worry! Watch this 5-minute video featuring Contacts and how to use them! 👥

🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.

Quick Takeaways:

• Rachel West introduced a new contact management feature that will be launched early next week, providing a sneak peek of the system during the presentation.
• The contact management dashboard displays essential details such as the contact's name, email (with a quick email link), phone number, contact creation date, and recent trips. Users can also view and edit contact profiles easily.
• The contact profile includes personal information like names, email addresses, phone numbers, and more. Users can edit fields individually or collectively, track decision-makers, and view connections between contacts based on shared trips.
• Users with guest portals will see their contact database preloaded with data from guest forms. Additionally, users who manage contacts externally can import them via CSV, using a matching system to align spreadsheet fields with the portal.
• The contact management feature will continue to evolve, with new updates following the initial launch. The team welcomed feedback from users once the feature goes live next week.

📌 Keep an eye on our Notice Board for new and upcoming releases!