Contacts

Learn more about the contact types in 17hats, importing & exporting contact profile information and more!

12 articles in this collection
Written by Jack Donahue, Travis, and Amanda Rae

The Basics

17hats Contact Types

Learn about the different contact types you can apply to customers contact records

Written by Amanda Rae
Updated over a week ago

Related Contacts

Learn more about working with other Contacts related to your Projects

Written by Amanda Rae
Updated over a week ago

Contacts Tags

Learn how to create, add, and find tags for your contact

Written by Amanda Rae
Updated over a week ago

Importing & Exporting Contacts

How do I manually add a contact?

Written by Amanda Rae
Updated over a week ago

How do I import a CSV file of contacts?

How to set up and import your contacts into 17hats!

Written by Jack Donahue
Updated over a week ago

How do I export my contact list?

Learn the two options to export your contacts out of 17hats

Written by Travis
Updated over a week ago

How To Export Contacts from Google

Learn how to easily export your contacts from Google and upload them into 17hats

Written by Amanda Rae
Updated over a week ago

Leads

New Leads vs. Active Leads

When do "New" leads move to "Active" leads?

Written by Travis
Updated over a week ago

When do Hot Leads automatically turn into Clients?

Written by Travis
Updated over a week ago

Changing a Lead to a Client

How to change a lead into a client (automatically and manually)?

Written by Travis
Updated this week

FAQs

Profile Images for Contacts

Written by Travis
Updated over a week ago

How do I allow my clients to add related contacts through questionnaires?

Written by Amanda Rae
Updated over a week ago