Adding and Managing Contacts

Importing Information

Importing a List

Add a Single Contact

Delete Contacts

Delete a File

Export

Importing Information

There is no limit to how many contacts can be in Call Logic at one time!

When importing there is a limit on how many contacts you can import at one time. The maximum number of contacts you can import with one file is 10,000 contacts.

Importing a List of Contacts

1. To add contacts to the Call Logic system, you'll need to have a spreadsheet available with the contacts you wish to import. Spreadsheets should be formatted with a single row of headers and include at least a name and phone number. The spreadsheet must be saved as a CSV or XLS file. The formatting should look similar to this: 
   
   Note, the names of the headers such as "Name" or "Phone" don't have to be named any specific value. You will be prompted to tell the system what field is which data in a later step. As long as you know which column contains what data, you are all set!
2. Once your sheet is ready, you can head into Call Logic and import the sheet. Click on the Contacts tab at the top, then Import. 
    
3. Click Choose File. 
   

4. After you choose the file, select what you would like to do with the file. You have three options:

   • Import Contacts - Just puts the contacts in the system.

   • Import Contacts to New Campaign - Imports and creates a brand new calling campaign.

   • Import Contacts to an Existing Campaign - Import contacts and add them to an already existing calling campaign.
      

   • In this example, we are just going to select Import Contacts. (the first option)

5.  Select the appropriate field from your column headings. 
   

   • The system might automatically fill out the appropriate field based on the name of the header. If it does not, you can simply click "Choose" and select what you wish for that field to be in the drop down.

   • If you have a field on your list that is not represented in the drop down, choose the option "User Defined" and type in the name of the field to the right.
   • Any fields left on "Choose" will not be imported into Call Logic.

6. Click the blue import button when you are ready!

7. You will then be brought to the results. If any contacts failed to import, you will get an explanation on this page. In this example, all 3 records went in successfully:
    

To Create a calling campaign, click here.

Add a single contact

1. Go to Contacts and click Type In New Contact 
   
2. Fill in the contact's information.  
   
3. Now you can choose where to place the contact once added. You have three options:
   • Import Contacts - Just puts the contacts in the system.
   • Import Contacts to New Campaign - Imports and creates a brand new calling campaign.
   • Import Contacts to an Existing Campaign - Import contacts and add them to an already existing calling campaign. 
     
4. If you choose to add it to an existing campaign, a new box will appear to select which campaign you would like to place that contact.  
   

Finding Contacts

1. Go to "Contacts" and click on Manage Contacts at the top of the page.

2. Let's find all the contacts in a particular file. To do that, click the files box.

3. A new window will appear. Click the file or files you want to find the contacts for and then click done.

4. Click the search button.

5. Your results will display below the search.

Deleting Contacts

NOTE: Deleting contacts or files is permanent and there is no way to recover the deleted information.

After you have found contacts you want to delete follow these steps. If you don't know how to find contacts, look at the directions about for finding contacts. 

1. If you want to delete your entire search result, click "Select all XXXX contacts" If you want to only select a few contacts; each contact will have a checkbox on the right side of them, simply checkbox that.

2. The delete button will the then red when contacts are selected. Click that to delete the contacts.

Delete a File

NOTE: Deleting contacts or files is permanent and there is no way to recover the deleted information.

1. Go to Contacts and click Manage Files.

2. It will display a list of your files. There is a delete button to the left side. 

Exporting Contacts

Exporting contacts will not delete the contacts out of the system, it will just make you a spreadsheet copy of them. It will include any notes taken on the Call Logic system.

1. Go to Contacts and click on Manage Contacts.

2. Click the Files box and select the file or files you want to export.

3. By either clicking "Select All XXXX contacts" (in green below) or clicking the checkbox next to the contacts, and then click Export (in red below.)