From your homepage go to your applications and click on contact manager.
Once you’re there, it’s pretty straightforward to create a new contact list.
Where are you going to click on? It gives you three options. You can use a contact list where you have a predetermined template with certain columns. You can make it from scratch, clicking on empty, or use a custom template for this purpose.
Let’s just keep the contact list already created, but I want to edit the columns. You can make all the tweaks you want to make it feel like it’s your own.
So let’s change this and call it… name… I want to keep. Telephone, I want to change it to cell phone. We’ll delete all the fields that I don’t think are necessary.
Now that I look at it, I think I need to add one more, which is last name. I’ll just go to my scroll down window and look for what I want. In this case it’s last name. I can also play with changing the order of the columns, the way they will appear. And that’s is name, last name, cell phone email. It makes sense to me. So I save it.
Next step is to name your contact list. I’m gonna call it “Demo” and I’m going to create it. The next step is to bring the information to your contact list and you can do that two ways. One is manually by adding a new record and you have to do this from scratch one by one. The other way is to import it. So we’re going to click there and you can upload the file. If you have a CSV format of file or you can copy and paste it from Excel, which is what I’m going to do right now.
I copy paste and I import. Information comes up, and in the mapping, all you have to do is just check that everything makes sense. Name with name, last name, cell phone, and email. The system will tell you if there’s a mistake and all you have to do is just click on this arrow and change the fields as you seem appropriate, we’re going to click done.
The file is being processed. It’s being updated. So I click. Okay. And there you have it. Your contact list is ready to be used.