In this article, we discuss how contacts can be added in Postal using the Contact tab.
Contacts can be added in multiple ways:
- An integration
- Importing via CSV/Excel File
- The 'Contact' tab in Postal
Things to Know
- You must have the Manager or User role to add contacts
- When adding a contact without an integration, you will own the contact
- Required fields: First Name, Last Name, Email
How to add a contact
Start from the Contact tab and select Create Contact in the top right.
Fill out at least the minimum required information.
- First Name
- Last Name
Finally, select Save. Contacts can be edited or added to lists.