Neighborly's Contacts functionality gives you a centralized place to manage customer information. It syncs seamlessly with other Neighborly tools, consolidating all customer data in one convenient location.
Contacts are individual customers associated with a company, but they do not have access to Neighborly or its features.
How to Use Contacts in Neighborly
Searching Contacts
Quickly locate contacts by searching for their first name, last name, email, or phone number.
Filtering Contacts
Refine your contact list by applying filters, such as tags, first name, last name, phone number, or email.
Uploading Contacts
You can upload a CSV file with contact details (up to 5MB) to streamline data entry. During the upload, you can assign tags to multiple columns. While bulk edits aren’t currently available, re-uploading a CSV with updated information will refresh existing contacts without duplication.
Organize and Update Contacts
Neighborly makes it easy to manage your customer lists:
- Add, delete, or edit contacts as needed.
- Create contacts by entering their first name, last name, phone number, or email.
- Use the import feature to add customer information manually or in bulk.
Simplify customer management and keep your business data organized with Neighborly Contacts!