First Steps

Add new contact

144 views October 29, 2016 November 22, 2016 InStream 0

You no longer have to manage your data in Excel files. You can easily add all your personal and business contacts and start to monitor relations with them. You can collect any data you want eg. www, phone number, job experience.

Step 1: Open people/company tab

You can import your contacts from CSV files or add them manually. To add people manually click on the “People” tab in the top left corner. In case you want to add new company click on the “Companies” tab in the top left corner.

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On the screenshot, you can see the “People” tab

Step 2: Click on “add contact”/ “add company”

Next, click on the “Add Contact”/ “Add Company” button in the top right corner. The editing window will appear on your screen.

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In case of people, the required data is: first and last name, and email address. In case you are adding company enter company name

Step 3: Enter basic data

If you want to add new person to the platform, enter first and last name, and email address. In case you want to add company, type in the name of it.

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LinkedIn integration

Notice: if your InStream account is integrated with your LinkedIn account you will immediately see all data about the new company.

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