Using Contacts
What It Does
The Contacts feature gives you a central place to store and manage the people and businesses you work with. Instead of hunting through emails or spreadsheets, you can view, organize, and update contact details directly from your BizRnR dashboard.
Use Contacts to:
- Store names, email addresses, phone numbers, and other key details
- Keep your client and lead information in one place
- Quickly reference contact records when working on other parts of the dashboard
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How to Get Started
- Navigate to Contacts using the left-hand sidebar menu.
- Add a new contact by clicking the + New Contact button.
- Fill in the details — at minimum, a name is required. Add as much or as little additional information as you need.
- Save the record. Your contact will now appear in your Contacts list.
To find an existing contact, use the search bar at the top of the Contacts page or scroll through your list. You can also click any contact to open their full record and make edits.
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Common Questions
Can I import contacts I already have? Yes. Look for the Import option on the Contacts page to bring in records from a CSV file. Make sure your file columns match the expected format before uploading.
Can I organize contacts into groups or categories? You can use tags or labels to segment your contacts. This makes it easier to filter and find specific groups when you need them.
What happens if I delete a contact? Deleting a contact permanently removes their record. If you're unsure, consider archiving or simply leaving the record in place rather than deleting it.
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> Tip: Keep contact records up to date so the rest of your workflow — like messaging or reporting — reflects accurate information.