How Are Contacts Added To My Rolodex?
updated about 1 month ago
Prospects are added in three ways in Paperflite. They are:
- When you add contacts manually to 'My Rolodex.' In this case, you can enter all their details such first name, last name, work credentials etc.
- When you enter the email id of a person you're sharing content with (who's not in your contacts list), you'll notice the email id gets stored in 'My Rolodex' as a separate entity. The email id of your contact is a unique identifier that gets tagged to him/her at Paperflite. You cannot have a different contact with the same email id.
- When you import contacts from your integrations such as CRM providers (Freshsales, Salesforce, HubSpot etc.).
Click here to know all about adding contacts in Paperflite.